James Rose
Investment Adviser Representative at STEADTRUST
Registrations & licenses
Approximate fees
Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
| Asset tier | Annual rate |
|---|---|
| Portfolio Management - All Assets | 2.00% |
| Pension Consulting - All Assets | 1.50% |
Steadtrust Form ADV Part 2A (Item 5), most recent annual amendment.
Employment history
Registration history as reported to FINRA, most recent first.
Official records & sources
Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Other advisors at STEADTRUST
8 other advisors in the directory
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