RoseRock Wealth Management offers wealth management and financial planning services. Investment management utilizes model portfolios of ETFs and mutual funds. Financial planning covers areas like retirement, savings, and education. RoseRock may use third-party platforms to manage held-away accounts. They act as a fiduciary, committed to acting in the client's best interest.
Assets Under Management$280M
Clients74
Advisors2
Avg. per Client$3.7M
Avg. per Advisor$140M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$11,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.5M | 1.10% |
| $1.5M - $3.0M | 0.85% |
| $3.0M - $10.0M | 0.55% |
| $10M+ | 0.30% |
Fees may vary depending on the complexity of the client's circumstances or with the inclusion of financial planning or other services. Fees may be negotiable. For clients with less than $1,000,000, investment management is offered at 1.10% annually.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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