Eric Rosel
Eric Rosel is a CFP-designated registered investment advisor at Rosel Wealth Management, LLC, based in Highlands Ranch, CO, with 20 years of industry experience. Eric operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 317 clients with $630M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Maximum annual fee charged for asset management and comprehensive portfolio management services. Fees are negotiable.
Fee Estimator
Location
1805 Shea Center Dr, Suite 420, Highlands Ranch, CO, 80129
Get directionsHistory
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
Eric is a member of Rosel Airlines, LLC, a legal entity that holds an airplane, but it has no ongoing operations. He also volunteers on the School Accountability Committee at Mt. Vista High School for a minimal time each week. Eric also helps clients obtain life insurance coverage, dedicating minimal time.
Employment History
Current Registrations
Rosel Wealth Management, LLC
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Pks Advisory Services, LLC
Morgan Stanley
Morgan StanleyBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
UBS Financial Services INC.
UBS Financial Services INC.Broker
PFS Investments INC.Broker
State Registrations2 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.