John Hurd is a registered investment advisor at Rocket Capital Management, L.L.C., based in Wayzata, MN, with 24 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Investment Management. Their firm serves 67 clients with $32M 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 | 1.50% |
Rates range from 1.0% to 1.5% depending on the account type and whether Rocket Capital Management has the direct client relationship or acts as a sub-advisor. Fees may be reduced at the discretion of Rocket Capital Management for larger household accounts.
Fee Estimator
Location
319 Barry Avenue, Suite 210, Wayzata, MN, 55391
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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
John is an investor in Butterdog Productions since 1996, dedicating minimal time. He is also an investor in Rocket Capital Partners, LP since 2003, where he is a managing member and shareholder of the general partner, Rocket Capital Management, LLC.
Employment History
Current Registrations
Rocket Capital Management, L.L.C.
Previous Registrations
Wachovia Securities, LLC
Prudential Securities Incorporated
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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