Rossi Financial Group provides financial planning and investment consultation services, including cash flow and debt management, risk management, employee benefits review, retirement planning, tax planning, education planning, and estate planning. Rossi Financial Group also offers investment supervisory services and may recommend third-party investment managers. Rossi Financial Group works with plan sponsors to help companies provide retirement plans for their employees.
Assets Under Management$36M
Clients51
Advisors1
Avg. per Client$710K
Avg. per Advisor$36M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee is for investment supervisory services. Firm may recommend third-party investment managers with fees ranging from 0.70% to 2.00%, of which Rossi Financial Group may receive up to 1.00%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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