Rockbridge Investment Management manages investment portfolios and provides financial planning and consulting services for individuals, high net worth individuals, nonprofits, businesses, and retirement plans. Rockbridge Investment Management primarily utilizes index and passively managed mutual funds and exchange-traded funds to construct diversified portfolios aligned with client risk objectives. The firm provides both discretionary management, where trades are executed without prior consent, and non-discretionary management, where client approval is required for transactions. In addition to portfolio management, Rockbridge Investment Management offers comprehensive financial planning covering cash flow, liabilities, net worth, tax assessments, and goal setting under separate fee arrangements.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.90% |
| $1.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.45% |
Accounts with less than $500,000 may be charged a 1.25% management fee and a $100 annual fixed household fee. Fees are negotiable.
