Rockingstone Advisors manages investment portfolios for individuals, families, trusts, and retirement plans. They create custom portfolios invested in stocks, bonds, alternatives, digital assets, and cash. Rockingstone does not provide financial planning, estate planning or insurance planning services. They manage portfolios with the client's permission to make trades, and clients generally cannot select specific investments unless it's a non-discretionary account.
Assets Under Management$290M
Clients63
Advisors2
Avg. per Client$4.5M
Avg. per Advisor$140M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.75% |
| $500K - $1000K | 1.50% |
| $1.0M - $5.0M | 1.25% |
| $5.0M - $15.0M | 1.00% |
| $15M+ | 0.85% |
All investment fees are negotiable. If you elect to invest in digital assets, then Rockingstone shall also charge you an annual flat fee of 1.00% of the digital assets in your digital asset account
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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