Red Rock Capital Advisors offers personalized investment advice to individuals. Their services include managing investment portfolios, creating financial plans, and providing general consulting. Financial planning covers various aspects of managing financial resources, and consulting services address specific financial areas. They may recommend any type of investment deemed appropriate based on your goals and objectives.
Assets Under Management$13M
Clients17
Advisors1
Avg. per Client$750K
Avg. per Advisor$13M
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Minimum Annual Fee:$500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.35% |
| $250K - $1.0M | 1.10% |
| $1M+ | 1.00% |
Fees are negotiable. Family accounts may be combined to determine the applicable advisory fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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