Todd Roselle
Todd Roselle is a CFP, ChFC-designated registered investment advisor at Blue Rock Financial Group, based in Rehoboth Beach, DE, with 20 years of industry experience. Todd operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Insurance Planning, and 2 more. Their firm serves 317 clients with $340M 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 $1.0M | 1.50% |
| $1.0M - $2.0M | 1.05% |
| $2.0M - $3.0M | 0.92% |
| $3.0M - $4.0M | 0.79% |
| $4.0M - $5.0M | 0.66% |
| $5.0M - $7.5M | 0.54% |
| $7.5M+ | 0.39% |
Fees may be negotiable. For Hero Wealth Management, the advisory fee is 0.75% annually, in addition to the Betterment Institutional platform fee.
Fee Estimator
Location
37458 Oyster House Road, Rehoboth Beach, DE, 19971
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
Todd is the founder of Dravo Bay, LLC DBA Blue Rock Financial Group, providing financial planning services and investment management, dedicating nearly full-time hours to it. He also serves as a board member on the State of Delaware Investment Committee, spending minimal time, and is an independent insurance agent for various companies through Highland Capital Brokerage, spending a few hours per week. Additionally, Todd owns rental real estate and is president of a homeowner's association, dedicating minimal time to each.
Employment History
Current Registrations
Blue Rock Financial Group
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Securian Financial Services, INC.
Securian Financial Services, 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.