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
1100 Wayne Ave, Ste 670, Silver Spring, MD, 20910
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.
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Brandon is an owner of Reexamine Wealth LLC, where he does leadership and mindset coaching, dedicating about half of his time to this and a few hours per week to trading. He also operates under the DBA Toler Financial Group for advisory services offered through Rossby Financial, LLC.