Melissa B Reaktenwalt

Rossby Financial, LLC

17 Years of Experience

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Firm Information

Rossby Financial, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

18 advisors

Number of Clients

804 clients

Average Client Portfolio

$446K average

Assets Under Management

$358.6M

Fee Structure

Minimum Investment:None

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.

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Areas of Practice

Investment ManagementFinancial Planning & CoachingRetirement PlanningEstate PlanningHigh Net Worth

Advisor Information

Office location

9701 Apollo Dr Ste 443, Marlboro, MD, 20774

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Regulatory History (1)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

May 2013

Settled

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Other Business ActivitiesSells Insurance

Melissa is an independent insurance agent for various companies since 2018, dedicating nearly full-time hours to this and trading. She also works as a writer/editor, board member for a non-profit, a contractor for speaking engagements, and has a DBA for advisory services.