Rockridge Money Management provides ongoing investment advice and supervision of client accounts. They monitor accounts and make trades when necessary, specializing in individualized investment advice. They primarily use mutual funds and equities to build diversified portfolios, and can adjust strategies for special situations like low-basis stock or tax issues.
Assets Under Management$16M
Clients6
Advisors1
Avg. per Client$2.6M
Avg. per Advisor$16M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.5M | 1.00% |
| $1.5M - $3.0M | 0.75% |
| $3.0M - $6.0M | 0.60% |
| $6M+ | 0.50% |
Fees are negotiable based on the client's financial situation and circumstances, and the overall complexity of the services provided.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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