Rocket Capital Management, L.L.C.

Fee-Only (% of Portfolio)

Rocket Capital Management, LLC provides discretionary investment management services for individuals, businesses, and other organizations. Founded in 2003 and led by J.D. Hurd, Rocket Capital Management specializes in small-cap growth stocks, utilizing a disciplined approach that combines fundamental analysis and technical chart research to build diversified portfolios. Rocket Capital Management offers services directly to clients as well as acting as a sub-advisor for clients of other brokerage firms. In addition to individual account management, Rocket Capital Management operates a private hedge fund.

Assets Under Management$32M
Clients67
Advisors2
Avg. per Client$480K
Avg. per Advisor$16M

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Rates range from 1.0% to 1.5% depending on the account type and whether Rocket Capital Management has the direct client relationship or acts as a sub-advisor. Fees may be reduced at the discretion of Rocket Capital Management for larger household accounts.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

2 Advisors at this firm