Rose Wealth is a registered investment advisor based in Longview, Texas, offering personalized investment advisory services. Rose Wealth helps clients review their investment objectives, recommends asset allocation strategies across products like stocks, bonds, mutual funds, and annuities, and builds written investment strategies tailored to individual goals. Clients can place restrictions on certain securities or sectors in writing. Rose Wealth provides both discretionary and non-discretionary account management. Additionally, the firm utilizes third-party managers like Signal Advisors Wealth to provide turnkey asset management programs, models, and strategies. Rose Wealth focuses on helping clients maintain purchasing power over the long term while managing market, equity, and fixed-income risks.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.75% |
Annual fees are no greater than 1.75%. If utilizing a third-party manager, total combined fees will not exceed 2.3% per year. Accounts also incur a $7 per month fee. Fees are negotiable.