Solid Rock Wealth Management manages investment portfolios using model portfolios diversified among asset classes. They provide ongoing investment advice based on a client's individual needs, goals, and risk tolerance. They also offer financial planning services covering areas like business planning, cash flow management, college savings, estate planning, insurance, retirement planning, and tax strategies. Clients make all final decisions.
Assets Under Management$49M
Clients47
Advisors1
Avg. per Client$1M
Avg. per Advisor$49M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1.0M - $5.0M | 0.50% |
| $5.0M - $15.0M | 0.25% |
| $15.0M - $25.0M | 0.20% |
| $25.0M - $50.0M | 0.15% |
| $50.0M - $100.0M | 0.10% |
| $100M+ | 0.05% |
Annual fees are negotiable in certain cases.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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