Rockwood Wealth Management offers comprehensive wealth management services, which include personalized financial planning and ongoing investment management. The firm specializes in creating globally diversified portfolios primarily using mutual funds and exchange-traded funds, following a structured, passive investment philosophy. Rockwood Wealth Management works with individuals, families, trusts, estates, and business owners to define financial objectives and develop strategies covering cash flow management, tax planning, retirement planning, estate planning, charitable giving, and education funding. The firm operates on a fee-only basis, deriving its revenue solely from advisory fees paid directly by clients, and does not accept commissions or soft-dollar benefits from product sales.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | 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% |
Fees are generally billed quarterly in advance. A minimum annual fee of $12,000 applies, though fees are negotiable.