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
1250 Chambers Road, Suite 170, Columbus, OH, 45622
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
Randolph is licensed to sell fixed insurance but is not actively engaged in sales, instead servicing existing clients and independent insurance agents, dedicating minimal time. He also started Randolph Martin Retirement Group as a book publisher in 2014, dedicating minimal time, and uses the same name as a DBA for advisory services offered through Rossby Financial, LLC since 07/2024, dedicating minimal time.