Rochester Financial Services, owned by Jeffrey Feldman, creates balanced investment portfolios using primarily no-load mutual funds, tailored to each client's risk tolerance and investment goals. The firm also offers comprehensive financial planning, including estate planning, investment analysis, tax planning, insurance analysis, retirement planning, and small business retirement plan design. Investment advice can also be provided on a one-time basis.
Assets Under Management$340M
Clients320
Advisors1
Avg. per Client$1.1M
Avg. per Advisor$340M
Fee Structure
Planning is included in investment management
Minimum Annual Fee:$500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 0.80% |
| $250K - $1.0M | 0.60% |
| $1.0M - $3.0M | 0.40% |
| $3M+ | 0.20% |
For fixed income accounts, the fees are one half the above amounts. All fees are subject to a minimum of $500 per year. The above fee schedule is subject to negotiation based on the specific circumstances of each client.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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