Rosales Wealth Management (RWM) provides portfolio management services based on individual client goals and risk tolerance. RWM creates an Investment Policy Statement for each client and constructs a plan to aid in selecting a suitable portfolio. RWM also offers financial planning services covering investment planning, insurance, tax concerns, retirement, college, and debt/credit planning. RWM generally limits its investment advice to mutual funds, fixed income securities, insurance products including annuities, equities and ETFs.
Assets Under Management$5M
Clients16
Advisors1
Avg. per Client$310K
Avg. per Advisor$5M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.20% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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