Rock Point Advisors is an independent registered investment advisor based in Burlington, Vermont, providing portfolio management and investment counseling services. The firm builds customized portfolios using publicly-traded stocks, bonds, exchange-traded funds, and mutual funds, tailored to each client's specific financial goals, risk tolerance, and time horizon. Rock Point Advisors employs fundamental analysis and qualitative and quantitative screening to evaluate investments, alongside specialized strategies that may include concentrated holdings or alternative investment products when appropriate. In addition to core investment management, the firm offers ancillary financial planning support and guidance on retirement plan rollovers. Rock Point Advisors serves individuals, trusts, businesses, and retirement plans, typically requiring a minimum investment of $500,000 for new relationships.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.20% |
| $500K - $1.0M | 0.70% |
| $1M+ | 0.50% |
Historical client relationships may be subject to different fee schedules. Fees are negotiable under certain circumstances.