Eagle Rock Financial Advisers offers personalized investment advice and financial planning to individuals. They manage investment portfolios using different allocation models, including stocks, mutual funds, and exchange-traded funds. They also provide financial planning services to help clients manage their financial resources and achieve their long-term goals. Eagle Rock tailors its services to each client's individual needs and objectives.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.85% |
| $500K - $1000K | 1.60% |
| $1.0M - $2.0M | 1.40% |
| $2.0M - $5.0M | 1.20% |
| $5M+ | 1.00% |
These fees apply to US Stocks Only investment allocation. Fees vary based on investment allocation. All client accounts held at the custodian that are under our direct supervision, but not managed using our Investment Allocations, will be assessed a 0.25% maximum annual fee. At our discretion, we may combine the account values of family members living in the same household to determine the applicable advisory fee.