Old Rock Asset Management is a registered investment advisor that creates customized investment portfolios for clients based on their financial goals, risk tolerance, and cash flow needs. They primarily invest in liquid securities, including exchange traded funds, mutual funds, and individual stocks and bonds. Old Rock Asset Management is a fee-only firm, meaning they don't receive commissions or third-party payments. Client assets are held by independent custodians.
Assets Under Management$190M
Clients9
AdvisorsN/A
Avg. per Client$21M
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$5M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | Included |
Fees are negotiable and generally less than 1% per annum. Hourly rate of $500/hour for services not covered by the standard agreement.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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