Rose Wealth, LLC offers investment advisory services, including reviewing client investment objectives, recommending asset allocation strategies, and preparing written investment strategies. Rose Wealth may recommend a third-party money manager to manage client assets. The firm provides both discretionary and non-discretionary investment advisory services.
Assets Under Management$5.9M
Clients36
Advisors4
Avg. per Client$160K
Avg. per Advisor$1.5M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.75% |
The annual fee is no greater than 1.75%. If a sub-advisor is used, the total fees charged by both Rose Wealth and the sub-advisor will not exceed 2.3% per year. There is also a $7 per month per account fee. In individual cases, Rose Wealth has the sole discretion to negotiate fees that are lower than the standard fee shown or to waive fees.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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