HighRocks Wealth provides investment management and financial planning services. For investment management, they create a personalized investment policy statement based on your financial situation and goals. For financial planning, they offer basic, advanced, and comprehensive plans. HighRocks Wealth is legally required to act in your best interest.
Assets Under Management$5.7M
Clients12
Advisors1
Avg. per Client$470K
Avg. per Advisor$5.7M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.40% |
| $1.0M - $2.0M | 1.30% |
| $2.0M - $3.0M | 1.20% |
| $3.0M - $5.0M | 1.10% |
| $5M+ | 1.10% |
Fees negotiable for amounts over $5,000,000.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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