Rockbound Wealth Management offers personalized financial planning and investment management services. They help clients with financial objectives, cash flow, tax planning, insurance, education funding, retirement, and estate planning. Rockbound Wealth Management is a fee-only firm, meaning they don't receive commissions from selling financial products.
Assets Under Management$5.2M
Clients42
Advisors1
Avg. per Client$120K
Avg. per Advisor$5.2M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1.0M - $3.0M | 1.25% |
| $3.0M - $10.0M | 1.00% |
| $10M+ | 1.00% |
Fees are negotiable. Current client relationships may exist where the fees are higher or lower than the fee schedule above.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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