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.
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.75% |
Fee includes portfolio management, trading commissions, and custody services.