Rockhouse Capital provides investment management services to individuals, high net worth individuals, trusts, estates, charitable organizations, corporations, and other business entities. Rockhouse creates customized portfolios based on clients' goals, risk tolerance, and financial profile, primarily using stocks, bonds, mutual funds, and exchange-traded funds. Clients retain individual ownership of all securities. Rockhouse manages accounts on either a discretionary or non-discretionary basis.
Assets Under Management$6.5M
Clients44
Advisors1
Avg. per Client$150K
Avg. per Advisor$6.5M
Fee Structure
Minimum Investment:$150K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Rockhouse retains the right to modify fees, including minimum account sizes, in its sole and absolute discretion.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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