Terence Kaufmann is a registered investment advisor at Rockhouse Capital, LLC, based in Stamford, CT, with 15 years of industry experience. Terence operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 44 clients with $6.5M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Rockhouse retains the right to modify fees, including minimum account sizes, in its sole and absolute discretion.
Fee Estimator
Location
89 Rockridge Lane, Stamford, CT, 06903
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Rockhouse Capital, LLC
State Registrations3 states
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