Blue Rock Financial Services provides financial planning and investment management services to individuals. They analyze clients' financial situations and recommend strategies to maximize their effectiveness. Blue Rock Financial Services uses mutual funds, exchange-traded funds, and individual stocks to implement investment strategies tailored to each client's needs and objectives. They do not offer tax preparation, legal advice, or insurance products.
Assets Under Management$59M
Clients75
Advisors1
Avg. per Client$790K
Avg. per Advisor$59M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$2,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 0.75% |
Fees are negotiable. $2,000 minimum annual fee charged quarterly in advance.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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