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About Rosetree & Company |
| Investment advisor specializing in providing tax saving ideas for clients. CPA specializing in small businesses and non-profits. Over 30 years experience. Bookkeeping, taxes and financial statements. |
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Frequently Asked Questions |
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Do you have a customer satisfaction or refund policy? |
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We guarantee our customer's satisfaction. If we can't make it right, we will refund our fees. |
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If you are going to manage my account, will you obtain my permission every time you buy or sell something? |
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How many clients do you currently manage? |
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Percentage of assets under management. |
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Do you offer any guaranteed results? |
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No one can guarantee results. |
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Have you ever been charged with any breaches? |
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Why should I choose you as my financial advisor? |
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MBA in finance from the University of Chicago. |
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What are your management fees? |
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Begin at 1.1% of first $500,000 and decline from there. |
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What kind of plans do you specialize in? |
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Do you have a minimum requirement for number of employees or total investment value? |
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What type of plans do you offer? |
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Do you offer any additional services? |
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Assist with plan design to maximize the owner's return from lifetime retirement savings. |
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