Frequently Asked Questions
Yes, we have a minimum account size of $100,000 of investable assets. This excludes real estate holdings and life insurance cash value. In certain cases, we make exceptions for relatives of clients and relationships or for employer-sponsored plans, (ex.401(k) plans) and always rely on whether we believe a long-term relationship would be beneficial for all parties.
We work with individuals and businesses who have achieved a measure of success but feel they could be doing better. Many of our clients also face transitions such as retirement, job changes, marriage, divorce, loss of a loved one, or selling a business. While most of our clients have a net worth of $1 to $15 million, we also work with high-income younger clients who are in the early stages of building their net worth.
We charge an asset under management fee that varies depending upon the number of assets that we manage. We pride ourselves on keeping total client costs very competitive with the market place and we will disclose to you every fee that you will pay when we present you with an investment proposal.
A fiduciary is a person you have chosen to trust with private and important information with the belief that they will ultimately act in your best interest and not their own. Rosemeyer Management Group conducts business in a fiduciary capacity versus a broker who adheres only to a suitability standard.
While the majority of our clients live in Wisconsin, we do work with a significant number of people in other states. There are no restrictions as to where a client resides.
We always use third party custodians to hold your assets. That means you never write a check payable to “Rosemeyer Management Group” and instead, you write them payable to the 3rd party custodians such as Charles Schwab. In addition, Charles Schwab carries SIPC Insurance.