Rocky Hill Advisors INC.

Fee-Only (% of Portfolio)Fixed/Hourly

Rocky Hill Advisors provides investment management services designed for long-term returns, customizing portfolios based on client goals. They offer a wrap program with access to independent investment managers. Additionally, they offer expert witness consulting, particularly for Native American tribes, quantifying damages due to asset mismanagement.

Assets Under Management$89M
Clients106
Advisors2
Avg. per Client$840K
Avg. per Advisor$44M

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)

Rocky Hill Advisors charges an annual fee, paid quarterly, based on the value of your portfolio. This fee ranges from 0.40% to 1% of the assets they manage. Fees are negotiable. They also offer a wrap program with a single annual fee that includes investment advisory, administrative, and transaction costs, also ranging from 0.40% to 1% of assets. Fees paid to independent managers range from 0.50% to 0.75%.

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Location

2 Advisors at this firm

Rocky Hill Advisors INC. | TrueAdvisor