Tasha Rock is a CFP-designated registered investment advisor at Per Stirling Capital Management, LLC, based in Austin, TX, with 14 years of industry experience. Tasha operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 1,022 clients with $1.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.70% |
| $10.0M - $20.0M | 0.60% |
| $20M+ | 0.50% |
Fees may be negotiable based on various criteria.
Fee Estimator
Location
4800 Bee Caves Road, Austin, TX, 78746
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Tasha is an instructor at the University of Texas at Austin, the Dispute Resolution Center, and Collaborative Divorce Texas. These teaching roles require minimal time commitment.
Employment History
Current Registrations
Per Stirling Capital Management, LLC
Previous Registrations
Laureate Wealth Management, LLC
Austin Asset
State Registrations1 state
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