Assets Under Management

$358.6M

Number of Clients

804

Number of Advisors

18

Average Client AUM

$446K

AUM per Advisor

$19.9M

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

Rossby Financial, LLC offers personal, comprehensive financial planning and investment management services. They manage client investment portfolios on a discretionary basis, allocating assets among mutual funds, ETFs, individual securities, and independent investment managers. They tailor advisory services to meet individual client needs and objectives.

Fee Structure

Minimum Investment:None
Financial Planning:Investment management only
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement Planning
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Location

2412 Irwin Street, Melbourne, FL, 32901

18 Advisors at this firm