Rosales Wealth Group offers customized wealth management services to individuals and high net worth individuals. Rosales Wealth Group acts as a registered investment advisor and provides continuous discretionary portfolio management alongside comprehensive financial planning. Portfolios are constructed primarily using low-cost mutual funds, exchange-traded funds, and individual stocks tailored to each client's specific goals, time horizon, and risk tolerance. In addition to managing investments, Rosales Wealth Group offers financial planning covering retirement, education savings, insurance needs, and personal savings. Rosales Wealth Group may also recommend independent managers for all or a portion of a client's portfolio while overseeing their performance. Certain team members are independently licensed as insurance professionals through an affiliated entity, allowing them to offer insurance products for a separate commission.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.10% |
| $250K - $500K | 0.90% |
| $500K - $1.0M | 0.70% |
| $1M+ | 0.60% |
Fees are negotiable at the sole discretion of Rosales Wealth Group. The total blended fee when using independent managers will not exceed 2.00% annually.