Rosecliff Capital Advisory LLC

Fee-Only (% of Portfolio)

Rosecliff Capital Advisory is a registered investment advisor that manages client investments through its wrap fee program. Rosecliff Capital manages accounts on an individualized basis according to the client’s investment objective, financial goals, risk tolerance, etc. Rosecliff Capital has discretionary authority to make trades without client consent. Clients retain ownership of their accounts and can place reasonable restrictions on investments.

Assets Under Management$26M
Clients140
Advisors1
Avg. per Client$180K
Avg. per Advisor$26M

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.75%

Fee includes portfolio management, trading commissions, and custody services.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Loading...
Location

1 Advisors at this firm