Rocket Capital Management offers ongoing investment advice, guidance, analysis, and portfolio management tailored to individual client needs. They specialize in small-cap growth stocks, using technical and fundamental research. Services are provided on a discretionary basis, with Rocket Capital choosing the investments and timing of transactions. They also offer a periodic newsletter with general financial information.
Assets Under Management$26M
Clients67
Advisors2
Avg. per Client$390K
Avg. per Advisor$13M
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Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
1.5% fee is for Small-Cap Growth Accounts for direct clients of Rocket Capital Management. 1% fee is for Total Portfolio Management Accounts for direct clients of Rocket Capital Management and for clients of other brokerage or advisory firms. Fees may be reduced at Rocket Capital's discretion.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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