Rosemeyer Management Group

Rosemeyer Management Group

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. The multi-office footprint suggests a deliberate regional consolidation strategy rather than a national growth plan.