Andrew Robertson is a CFA-designated registered investment advisor at Rock Canyon Capital Management, based in New York, NY, with 9 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 2 clients with $5.1M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Rock Canyon charges separately managed account clients an annual management fee ranging from 1% to 1.5% of the account's net asset value, billed quarterly in advance. If services are terminated, a refund is provided for the remaining days in the quarter. Clients also pay a performance-based fee of 15%, subject to a "high water mark," calculated annually and billed in arrears. Clients also incur custodian fees, brokerage fees, and, for investments in mutual funds and exchange-traded funds, indirect investment advisory fees and expenses.
Location
New York, NY
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Andrew is a Principal and portfolio manager at Rock Canyon Capital Management LP, Rock Canyon Capital Management GP LLC, and Rock Canyon Capital LLC, all investment-related entities. His work for these entities is encompassed in his work for Rock Canyon Capital Management LP.
Employment History
Current Registrations
Rock Canyon Capital Management
State Registrations1 state
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