Rossby Financial offers personalized portfolio management, wealth management consulting, and financial planning services to individuals, high-net-worth clients, and businesses. The firm helps clients design investment strategies tailored to their unique risk tolerance, financial goals, and time horizons. In addition to managing investment portfolios directly, Rossby Financial can assist with specialized strategies like direct indexing and utilize third-party investment platforms or managers when appropriate. The firm's financial planning services cover a broad spectrum of topics including retirement savings, tax considerations, insurance needs, debt management, and estate planning coordination. Clients can choose between discretionary account management, where Rossby Financial makes trades on their behalf, or non-discretionary arrangements requiring client approval for transactions. Rossby Financial emphasizes a client-first approach, operating under a legal obligation to act in the client's best interest when providing retirement advice.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Maximum management fee will not exceed 2.50% of assets under management. Fees are negotiable.