Rockworth Investment Services provides continuous portfolio and asset management, investing in ETFs, stocks, bonds, and certificates of deposit. Rockworth aims to invest in areas of the market showing positive movement and welcomes client input. Janice Ainsworth, the firm's Manager, may assist clients with Real Estate held within their individual retirement accounts (IRAs). Rockworth works with clients and their other advisors to implement recommended strategies.
Assets Under Management$7.8M
Clients61
Advisors1
Avg. per Client$130K
Avg. per Advisor$7.8M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $25K | 2.00% |
| $25K - $50K | 1.25% |
| $50K+ | 1.00% |
Fees may be negotiated in certain instances.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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