Rose Capital Advisors offers investment advisory services including asset management, financial planning, and investment consulting. Rose Capital strives to identify realistic solutions that satisfy the core investment and life planning needs of families and small businesses. Rose Capital also serves as an investment manager to private pooled investment vehicles.
Assets Under Management$660M
Clients386
Advisors10
Avg. per Client$1.7M
Avg. per Advisor$66M
Fee Structure
- Financial planning and consulting services are offered at a negotiable hourly rate up to $500/hour or a fixed fee up to $20,000 per quarter, depending on the scope and complexity of the services.
One-Time Plan:Up to $20,000
Hourly Rate:Up to $500/hr
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