Rockdale Financial Services provides investment advisory services where clients make their own investment decisions based on Rockdale's recommendations. They also offer financial planning and consulting services, covering areas like estate and insurance planning. Rockdale may recommend other professionals, but clients are free to choose their own. Rockdale's representatives are also registered representatives of Cetera Advisors, which presents a conflict of interest when recommending commission-based products.
Fee Structure
Rockdale Financial Services charges a percentage of your portfolio annually for investment advice. This fee is negotiable, generally up to 1.65%, and depends on factors like the size of your account and the complexity of the investment strategy. If you participate in an advisory account co-managed by Beacon Capital Management, Rockdale receives a portion of the advisory fee, but the total annual advisory fees will not exceed 1.65%.