Rocky Mountain Humane Investing provides investment advisory services, specializing in socially responsible investing. They offer two investment strategies: a socially responsible investing screened strategy and an optimized market exposure and equity selection strategy. For retirement plans, they offer fiduciary consulting and management services. Rocky Mountain tailors its advisory services to individual client needs.
Assets Under Management$12M
Clients28
Advisors1
Avg. per Client$440K
Avg. per Advisor$12M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.00% |
| $1M+ | 0.75% |
Fees may be reduced or waived for directors, officers, and employees of Rocky Mountain at the discretion of management. Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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