Advisor at Roseman Wagner Wealth Management
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Firm
Roseman Wagner Wealth Management
Location
Rocklin, CA 95677
Credentials
Series 65
Industry experience
4 years
Rex Roseman is a financial advisor at Roseman Wagner Wealth Management in Rocklin, CA, holding a Series 65 credential with four years of industry experience. Prior to joining Roseman Wagner Wealth Management, he worked at several firms including Glenair, Inc. and Texas Christian University. Outside of finance, he is the owner of RAW Cattle Company, a business involved in breeding, raising, and selling Angus show cattle. Roseman Wagner Wealth Management provides financial planning, discretionary investment management, and retirement plan consulting to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm employs a fundamental, discount-from-value investment approach and manages a pooled private investment vehicle alongside traditional accounts.
Based on Roseman Wagner Wealth Management
$0 - $500,000: 1.50% annually $500,001 - $1,000,000: 1.25% annually $1,000,001 - $5,000,000: 1.00% annually $5,000,001 - $10,000,000: 0.80% annually $10,000,001 - $25,000,000: 0.75% annually $25,000,001 - $50,000,000: 0.65% annually Over $50,000,001+: 0.50% annually
20% carried interest performance allocation from the Fund for qualified investors only; no performance fees charged to other clients.
Account minimum: $1,000,000
4970 Rocklin Road, Suite 200
Rocklin, CA 95677
California · Texas
Roseman Wagner Wealth Management
2021 - Present (5 years)
RWWM, Inc.
2020 - 2020 (1 year)
Glenair, Inc.
2019 - 2019 (1 year)
RWWM, Inc.
2018 - 2018 (1 year)
Texas Christian University
2017 - 2021 (4 years)
Douglas Feed and Pet Supply
2017 - 2017 (1 year)
Student
2006 - 2017 (11 years)
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Is active or affiliated with:
Insurance agent
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Fund sponsor
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Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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