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
Briana is an insurance agent selling fixed life, health, annuity, and disability income insurance since 2022. She also owns Live True Productions, an event and film company, and rental property in Sayulita, Mexico, dedicating a few hours per week to the latter. Finally, she is an investment advisor representative for advisory services offered through Rossby Financial, LLC.