Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Investment advisory fees range up to 1.80% annually, based on the complexity of services, level of assets managed, and overall relationship with the advisor. Financial planning services are offered on an hourly basis ($200 to $500 per hour) or a fixed engagement fee ($2,500 to $10,000). Fees may be negotiable.
Areas of Practice
Advisor Information
Office location
160 Gould St, Suite 102, Needham, MA, 02494
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 Activities
Rosalie is associated with Goodman Advisory Group, LLC as a DBA for LPL business and as a Registered Investment Advisor Hybrid, providing administrative support. These activities are investment-related and take up Rosalie's full-time commitment.