Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Rossby Financial offers investment management services for an annual fee based on assets under management. The management fee is negotiable and varies depending on the size and composition of a client’s portfolio, the type of services rendered, and the representative providing services. The maximum management fee will not exceed 2.5% of the assets under management.
Areas of Practice
Advisor Information
Office location
2412 Irwin Street, Melbourne, FL, 32901
Get directionsRegulatory 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
Christopher is a landlord/owner of real estate through 425 Market Street LLC and 1018 Pittsburgh LLC, and the owner/financial officer of Rossby Office LLC, providing virtual assistant services. He is also a financial officer and advisor at Rossby Financial Group LLC (about half his time), an agent selling life and fixed annuities (about 10-20% of his time), and the owner of Marsico Financial Group LLC, preparing taxes and financial statements (about a quarter of his time).