Bright Rock Capital Management is a registered investment advisor and a wholly-owned subsidiary of Rockland Trust Company. Bright Rock provides investment management services to the Bright Rock Mid Cap Growth Fund and the Bright Rock Quality Large Cap Fund. Bright Rock does not offer financial planning or investment management services to individual investors.
Assets Under Management$540M
Clients2
AdvisorsN/A
Avg. per Client$270M
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.45% |
Fee is 0.45% for both the Mid Cap Growth Fund and the Quality Large Cap Fund. Bright Rock has agreed to limit each Bright Rock Fund’s expense to 1.20% to 1.50% (depending on share class) of the percentage of average daily net assets of the Bright Rock Fund.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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