Rock Point Advisors offers investment management and counseling, tailoring portfolios to clients' financial goals and risk tolerance. They use publicly-traded equities, fixed income, exchange-traded funds, and mutual funds. They may also provide financial planning services. Clients are responsible for notifying Rock Point Advisors of any changes in their financial situation. Rock Point Advisors may recommend other professionals like tax preparers or attorneys.
Assets Under Management$560M
Clients244
Advisors4
Avg. per Client$2.3M
Avg. per Advisor$140M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
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 a different fee schedule. Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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