Christopher, Badaracco
Rose Wealth Advisors
20 N Central Avenue suite 2 RamseyRamsey, NJ 07446
2019614887
About Rose Wealth Advisors
A boutique financial planning firm helping people from around the country make smart financial decisions.
See Disclosures
General Information
Firm Start Year
CRD#
7076172
Firm CRD#
7076172
Insurance License#
1536585
States Licensed in
NY
Years of Experience in Financial Services
10
Number of Years with Current Firm
3
Work Experience
Mariner Wealth Advisors- Wealth Advisor (January 2015- January 2021) Rose Wealth Advisors- Owner/ Wealth Advisor (January 2021- Present)
Work with the following types of clients
Non-Profit Organizations, Individual Investors, Investment Clubs, Businesses
Compliance
Compliance Disclosures in Last 5 years
I have a clean record
Criminal Disclosures in Last 5 years
I have a clean record
Qualifications & Membership
Certifications, Accreditations & Designations
CFP®, EA
Insurance and Annuity Licenses
Life, Health
Firm Information
Advisor's Number of Clients
20
Advisor's Number of Managed Clients
20
Advisor's Number of Planning Clients
45
Assets Managed by Advisor
$9000000
Compensation and Fees
Fee Structure
Fee-Based
Minimum Portfolio Size for New Managed Accounts
$500,000
Compensation Methods
Based on Assets, Flat Fee, Hourly
Fee % Based on Assets
1%
Hourly Rate
$250
Additional Details on Charges
Assets under management fee schedule.
$0- $1,500,000- 1.00%
$1,500,001- $3,000,000- .95%
$3,000,001- $5,000,000- .85%
Over $5,000,000- negotiable
Tax Planning Services and one-time meetings- $250 per hour with a minimum fee of $500.
Minimum Fee Charged for Managed Accounts
$5,000
Minimum Fee Charged for Hourly Planning Accounts
$500
Education
Bachelor's Degree - Finance
East Stroudsburg University
08/01/2008 -05/01/2012
Master's Degree - Taxation
Villanova University
12/01/2021 -05/01/2023
Disclosures
Additional Detailed Disclosures
https://www.financialplanners.net/disclosure/1891713/financialplanners-Rose-Wealth-Advisors-detailed-disclosure.html