Rockhill Advisors provides financial planning and investment management services to individuals, high net worth individuals, trusts, estates, charitable organizations, and retirement plans. Rockhill offers wealth management services, including financial planning and discretionary investment management. Financial planning covers retirement, education, estate, tax, and insurance. Investment management involves creating customized portfolios using low-cost mutual funds and ETFs, with a long-term focus.
Assets Under Management$170M
Clients24
Advisors1
Avg. per Client$7.3M
Avg. per Advisor$170M
Fee Structure
Minimum Investment:$2M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.38% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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