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
Frances is an independent insurance agent for various insurance companies since 2001, dedicating about a quarter of her time to this. She also owns Toler Financial Group LLC, ESD Property Holdings LLC (real estate rental), and is an author/speaker.