Rossby Financial, LLC
Assets Under Management
$358.6M
Number of Clients
804
Number of Advisors
18
Average Client AUM
$446K
AUM per Advisor
$19.9M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Rossby Financial serves clients seeking personal, comprehensive financial planning and investment management services. They manage client investment portfolios on a discretionary basis, allocating assets among mutual funds, ETFs, individual debt and equity securities, options, and independent investment managers. The firm tailors its advisory services to meet individual client needs and objectives.
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
Location
2412 Irwin Street, Melbourne, FL, 32901