Rookwood Wealth Management offers investment management, financial planning, and consulting services to individuals, families, trusts, estates, family businesses, pension and profit sharing plans, and charitable organizations. Rookwood works with clients to define financial objectives and develop investment strategies. Rookwood also acts as an advisor for employee 401(k) accounts.
Assets Under Management$170M
Clients55
Advisors1
Avg. per Client$3.1M
Avg. per Advisor$170M
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$10,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Fees above $10,000,000 are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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