David Moore

PlanRock Wealth Strategies offers investment management services where fees are based on a percentage of the assets managed.

For the PlanRock Alternative Growth Strategy, the fee is 1.25% of assets managed. For the PlanRock Market Neutral Income Strategy, the fee is 0.95% of assets managed.

For other investment management services, fees are determined by family relationship assets under management and the level of service:

• Platinum Level Services: 1.05% on the first $999,999, 0.95% on $1,000,000 to $2,999,999, 0.85% on $3,000,000 to $4,999,999, and 0.75% on $5,000,000 and above.
• Family Office Services: 1.35% on the first $999,999, 1.25% on $1,000,000 to $2,999,999, 1.15% on $3,000,000 to $4,999,999, and 1.05% on $5,000,000 and above.

There is a $50 annual technology fee per account, beginning with the second account only for friends and family accounts of PlanRock.