Advisor at Rossi Financial Associates, Inc.
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Firm
Rossi Financial Associates, Inc.
Location
Monroeville, PA 15146
Credentials
CFP®, Series 65
Industry experience
30 years
Paul Rossi is a CFP® and Series 65-licensed financial advisor with 30 years of industry experience. He has been the principal of Rossi Financial Associates, Inc. since 1995 and maintains a longstanding affiliation with the accounting firm Henry Rossi & Co. Rossi Financial Associates provides investment advisory, financial planning, and retirement plan consulting services to individuals, pension and profit-sharing plans, business entities, trusts, estates, and charitable organizations. The firm employs fundamental analysis across various asset classes and offers both discretionary and non-discretionary portfolio management, with a notable focus on pension consulting and institutional-style portfolio management.
Based on Rossi Financial Associates, Inc.
Based on Rossi Financial Associates, Inc.
$0 - $250,000: 1.00% $250,000 - $500,000: 0.90% $500,000 - $750,000: 0.80% $750,000 - $1,000,000: 0.70% $1,000,000 - $2,000,000: 0.60% $2,000,000+: 0.50%
$250 per hour for financial planning and consulting services
Account minimum: $250,000 Fee-only: Negotiable annual fee based on percentage of assets, generally 0.50% to 1.00%
50 Seco Road
Monroeville, PA 15146
Pennsylvania
Rossi Financial Associates, Inc.
1995 - Present (31 years)
Henry Rossi & Co
1985 - Present (41 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Accountant / CPA / tax prep
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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