Shufro Rose & Co. is a wealth management firm specializing in managing investment portfolios for individuals, high-net-worth individuals, trusts, retirement accounts, businesses, and charities. SRC offers both discretionary and non-discretionary management. Portfolio Managers work with clients to understand their financial goals, risk tolerance, and objectives. SRC primarily invests in stocks, exchange-traded securities, closed-end funds, mutual funds, and fixed income securities. They may also recommend alternative private investment funds to qualified investors and may engage third-party sub-advisors.
Fee Structure
Shufro Rose & Co. charges an annual investment advisory fee based on the value of your portfolio, paid quarterly. The fee generally ranges from 0.65% to 1.50% per year. The firm may, at its discretion, waive or reduce fees for specific accounts. Fees are deducted from your account, and the charge is shown on your monthly statement.