RoseCap Investment Advisors offers investment advice and manages portfolios for individuals, families, and institutions. Their main service is asset management, where they invest money for clients based on their goals. They also offer financial planning to help with cash flow, education, retirement, insurance, and tax/estate planning. RoseCap has two service levels: Private Client Management (RPCM) for clients needing more in-depth service and Investment Services (RIS) for those wanting a low-cost solution.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 2.00% |
| $50K - $500K | 1.00% |
| $500K - $2.0M | 0.75% |
| $2.0M - $7.5M | 0.65% |
| $7.5M+ | 0.30% |
This fee schedule is for RPCM clients. The fee rate for RIS clients is 0.93% for all accounts. All investment advisory fees are negotiable and RoseCap may discount fees at its sole discretion. Clients may be grandfathered into a fee schedule.