Rockcliff Capital provides investment and wealth management services, as well as financial planning and consulting. Rockcliff offers both non-discretionary and discretionary investment management services, primarily utilizing exchange-traded funds and large, small, and international equities. Financial planning services include a review of wills, estate plans, investments, businesses, tax, and insurance.
Assets Under Management$53M
Clients57
Advisors1
Avg. per Client$920K
Avg. per Advisor$53M
Fee Structure
Minimum Investment:$500K
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.20% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5M+ | 0.80% |
The annual fee may be negotiable. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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