Guide Rock Capital Management offers wealth management planning and financial planning/consulting services. Wealth management is for existing clients only. Financial planning includes full or modular written plans. Consulting addresses specific financial issues. Guide Rock also manages investments through a wrap fee program.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $25K | 1.25% |
| $25K - $50K | 1.00% |
| $50K - $100K | 0.95% |
| $100K - $250K | 0.85% |
| $250K - $1.0M | 0.75% |
| $1M+ | 0.65% |
The above wrap fee schedule is negotiable at the discretion of Guide Rock based on the amount of assets under management, the anticipated level of trading activity based on the security types maintained in the account, the complexity of the managed assets, whether or not Guide Rock will be granted discretionary authority on the account, the number of accounts Guide Rock is managing for the particular client as well as the accounts for related persons of the client, other relationships or history Guide Rock has with the client, or potential future assets that may be invested with Guide Rock.