RockCrest Financial provides investment management, private market investment consulting (like 1031 exchanges), and flat-fee financial planning. RockCrest acts as a personal finance CEO, coordinating with other professionals to help clients achieve their financial goals. Investment management is included with the flat-fee service. RockCrest is legally required to act in your best interest.
Assets Under Management$44M
Clients133
Advisors3
Avg. per Client$330K
Avg. per Advisor$15M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.96% |
This investment management fee applies to any amount that clients may have under our management. Current or previous clients of RockCrest may have fee schedules that differ from the above. Lower fees for comparable services may be available from other sources. Investment management fees paid to RockCrest Financial LLC are generally not negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...