Rockingstone Advisors manages custom investment portfolios for individuals, high-net-worth families, trusts, and retirement accounts. Rockingstone Advisors focuses entirely on investment management and does not provide financial planning, estate planning, or insurance planning services. Portfolios are typically built across six principal asset classes: stocks, bonds, hybrids, alternatives, digital assets, and cash. Rockingstone Advisors uses a multi-step investment process involving strategic asset allocation based on long-term client goals, tactical adjustments for relative value, sub-asset diversification across global regions and market capitalizations, and fundamental security selection. Rockingstone Advisors also offers optional management of digital assets, such as cryptocurrencies and tokens, through specialized custodians. Portfolios are managed primarily on a discretionary basis, meaning Rockingstone Advisors makes trades on the client's behalf without prior approval for each individual transaction.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1.0M - $5.0M | 1.25% |
| $5.0M - $15.0M | 1.00% |
| $15M+ | 0.85% |
Fees are not tiered; the applicable single rate applies to all assets. All investment fees are negotiable and subject to discount at the firm's discretion. Digital assets are subject to a separate flat annual fee of 1.00%.