Rocky Mountain Private Wealth Management is a registered investment advisor offering discretionary portfolio management services. They formulate investment strategies and decide which securities to buy or sell without needing client consent for each transaction. They primarily advise on mutual funds, exchange-traded funds, capital securities, equity securities, and alternative investments. They do not participate in wrap fee programs.
Fee Structure
Rocky Mountain Private Wealth Management offers discretionary portfolio management services. They will manage your investments based on your individual goals. The fees for managing your investments are separate from other fees like custody and transaction costs. The advisory fee is negotiable depending on your circumstances. Either you or Rocky Mountain can end the agreement with 30 days' written notice. If you end the agreement, the advisory fee will be calculated for the time they managed your account.