Rossi Dubuque Breckenridge, LLC

Overview

Rossi Dubuque Breckenridge, LLC is an independent registered investment adviser organized as a limited liability company with an individual owner. The firm positions itself as a capital allocator, serving both individual and family clients as well as institutional accounts. Its fee model is fixed-fee rather than a percentage-of-assets arrangement. Advisory services center on financial planning and portfolio management for individuals and small businesses. The firm also conducts third-party manager selection and distributes written material in the form of periodicals or newsletters. Rossi Dubuque Breckenridge does not identify as an active ESG investor, is not multi-state registered for advisory services, and does not act as a pension consultant or related adviser.

Assets & Accounts

Investments & Alternatives