Rosemeyer Management Group

Overview

Rosemeyer Management Group launched in 2010 as a fee-only registered investment advisor, deliberately avoiding commission-based product revenue. The firm works primarily with individuals, families, and business owners navigating financial transitions — retirement, career changes, divorce, or the sale of a business. Its typical client carries investable assets above $400,000, with many clustered in the $750,000 to $1,000,000 retirement-savings range. The firm builds portfolios across public equities and fixed income through individually managed accounts, IRAs, 401(k) rollovers, and trust structures. Rosemeyer integrates investment management with retirement-income planning, tax strategy, and estate coordination — treating the investment portfolio as one component of a broader household balance sheet. Geographic coverage extends across Wisconsin, Iowa, and Illinois through offices in Platteville, Milwaukee, Dubuque, Sterling, and Boscobel. Rosemeyer discloses a 5-year average client retention rate above 98%, a structural metric rare in wealth-management marketing. The firm's revenue comes exclusively from asset-based fees scaled to each client's managed balance, with fee schedules disclosed in advance. Team size and total assets under management are not publicly reported. As an RIA without a broker-dealer affiliation, Rosemeyer operates under a fiduciary standard — a structural differentiator in a Midwestern wealth market still crowded with commission-driven advisors. The firm's concentration on pre-retirees and newly retired households creates a natural client lifecycle, but it also exposes the book to longevity risk as clients decumulate assets. ROSEMEYER MANAGEMENT GROUP was listed as registered with the SEC in the IAPD firm compilation observed on 2026-10-22. In Form ADV filed on 2026-10-07, it reported 23 employees; 1,170 advisory accounts; services including Financial planning, Pension consulting, Portfolio management for businesses and institutional clients, Portfolio management for individuals and small businesses; client categories including Charitable organizations, Corporations or other businesses, High net worth individuals, Individuals (other than high net worth individuals), Pension and profit sharing plans; compensation arrangements including A percentage of assets under management, Fixed fees. These are dated adviser-reported facts, not independently verified by Altss. Registration does not constitute approval or endorsement. This historical filing does not establish current registration status or operations.