Rockbridge Investment Management (RIM) offers investment management services on both discretionary and non-discretionary bases, meaning they can make trades for you without asking first, or they can get your permission before each trade. RIM also provides financial planning and consulting services for a separate fee, covering areas like tax and estate planning. RIM primarily recommends passively managed funds and ETFs. Tax preparation services are also available for an additional fee.
Assets Under Management$1.7B
Clients1,629
Advisors12
Avg. per Client$1M
Avg. per Advisor$140M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
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% |
If assets under management are less than $500,000, RIM reserves the right to charge a 1.25% management fee and an annual $100 fixed fee, billed quarterly. Schedule above is for individual clients; institutional clients have a different fee schedule.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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