Rosel Wealth Management offers investment management, financial planning, and retirement plan consulting. RWM creates tailored portfolios using stocks, bonds, ETFs, and other investments. They also provide financial planning services covering retirement, estate, tax, and education planning. RWM works with individuals, high-net-worth individuals, families, estates, trusts, partnerships, retirement plans, corporations, and charitable foundations.
Assets Under Management$630M
Clients317
Advisors1
Avg. per Client$2M
Avg. per Advisor$630M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Maximum annual fee charged for asset management and comprehensive portfolio management services. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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