Rosellen Papp is a CFA-designated registered investment advisor at L. Roy Papp & Associates, LLP, based in Phoenix, AZ, with 22 years of industry experience. Rosellen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning. Their firm serves 644 clients with $1.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $8.0M | 0.75% |
| $8M+ | 0.50% |
Fees may be waived or negotiated lower for employees, employees’ family members and certain clients.
Fee Estimator
Location
2201 E. Camelback Road, Suite 227B, Phoenix, AZ, 85016
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
L. Roy Papp & Associates, LLP
State Registrations1 state
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