BellRock Asset Management works with clients to determine their investment goals and time horizon. They design investment portfolios to meet those objectives. Clients can restrict investments in certain securities. BellRock manages assets on a discretionary basis and does not participate in wrap fee programs.
Assets Under Management$23M
Clients39
Advisors1
Avg. per Client$590K
Avg. per Advisor$23M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee is 0.25% per quarter, which annualizes to 1.0% per year. Management fees are nonnegotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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