Split Rock offers ongoing portfolio management services to clients through separately managed accounts, tailoring investment strategies to individual goals, objectives, time horizons, and risk tolerance. Split Rock creates an Investment Policy Statement for each client, outlining their current situation and constructing a suitable portfolio. Split Rock may also invest client funds in an exchange-traded fund (ETF) that it manages.
Assets Under Management$360M
Clients998
Advisors5
Avg. per Client$360K
Avg. per Advisor$71M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 1.75% |
| $50K - $500K | 1.50% |
| $500K+ | 1.25% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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