Michael Rose
Michael Rose is a CFP-designated registered investment advisor at Rose Capital Advisors, LLC, based in Miami Beach, FL, with 28 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Retirement Planning. Their firm serves 386 clients with $660M in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
- Financial planning and consulting services are offered at a negotiable hourly rate up to $500/hour or a fixed fee up to $20,000 per quarter, depending on the scope and complexity of the services.
Location
119 Washington Avenue, Suite 400, Miami Beach, FL, 33139
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Michael conducts advisory business through Rose Capital Advisors LLC as a financial advisor since 2014, dedicating full-time hours. He also provides consulting services for Castellan Holdings Manager, LLC, dedicating minimal time, and works as an insurance agent selling non-variable insurance, also dedicating minimal time.
Employment History
Current Registrations
Rose Capital Advisors, LLC
Saxony Securities, INC.Broker
Previous Registrations
Further Lane Securities, L.P.Broker
Tandragee Global Advisors, LLC
Spire Securities, LLCBroker
Dominick & Dominick LLC
Dominick & Dominick LLCBroker
Wachovia Securities, LLCBroker
Sands Brothers & CO., LTD.Broker
D. H. Blair & CO., INC.Broker
State Registrations26 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.