Rossby Financial, LLC is a registered investment advisor offering investment advisory services. Rossby provides portfolio management, financial planning, and consulting services to individuals, high net worth individuals, charitable organizations, pension plans, corporations, and other business entities. Rossby may recommend third-party investment managers or Turnkey Asset Management Platforms (TAMPs).
Fee Structure
Rossby Financial offers investment management services for a fee based on the value of your investments. The fee is negotiable, but will not exceed 2.5% annually. The exact fee depends on the size and composition of your portfolio, the services provided, and the representative providing the services. Fees are generally charged quarterly or monthly, in advance or arrears, based on the period-end balance.