Rock Solid Investments LLC, operating as RSI Advisors, offers financial planning and investment management services. Financial planning covers cash flow, debt management, risk management, retirement, education, estate, tax, and divorce planning. Investment management involves either passive or active strategies using mutual funds, ETFs, ETNs, and individual stocks. Educational workshops are also offered.
Assets Under Management$4.8M
Clients13
Advisors1
Avg. per Client$370K
Avg. per Advisor$4.8M
Fee Structure
Minimum Investment:$50K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K+ | 1.25% |
Active investment strategy accounts are assessed an annualized fee of 2.00%.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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