Assets Under Management
$2.2B
Number of Clients
1,021
Number of Advisors
39
Average Client AUM
$2.1M
AUM per Advisor
$56.0M
Compensation
Fee-Only (AUM)Fixed/Hourly
Rockwood Wealth Management provides personal financial planning and investment management services. They work with clients to define financial objectives and develop strategies, including cash flow management, tax planning, risk exposure review, education funding, retirement planning, estate planning, and charitable giving. Investment management includes ongoing review and rebalancing.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
At the firm’s discretion, RWM may combine the account values of family members to determine breakpoints and applicable advisory fees.
6464 Lower York Road, New Hope, PA, 18938