Rock Steady Wealth offers investment advisory services based on a percentage of the value of your portfolio. This includes risk assessment, portfolio analysis and design, custodian changes, ongoing monitoring, communication, and rebalancing. Rock Steady Wealth also offers a la carte services for a flat fee, such as portfolio analysis, design, and rebalancing. Rock Steady Wealth tailors its services to each client's individual needs and goals.
Fee Structure
Rock Steady Wealth's primary service is managing your investments for a fee based on the value of your portfolio. The annual fee ranges from 0.5% to 1.00%, determined through negotiation. There is a $2,500 minimum annual fee. The fee includes risk assessment, ongoing communication, quarterly meetings, rebalancing, portfolio analysis, and custodian changes.