De Rosa Asset Management manages investment portfolios for individuals, trusts, estates, corporations, and other business entities. They primarily use exchange-traded funds (ETFs), including buffered, inverse, and leveraged ETFs, to allocate client assets. De Rosa Asset Management tailors its services to each client's needs, considering their risk tolerance, time horizon, and liquidity constraints. Clients are encouraged to inform De Rosa Asset Management of any changes to their financial situation.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.25% |
The firm also offers a performance-based fee to qualified clients, equal to 25% of the annual net gains achieved in a client’s account, subject to an agreed upon benchmark and only where the account performance is positive. The firm may, in its sole discretion, negotiate to charge a lesser fee based upon certain criteria.