Rockport Wealth Advisors provides personalized investment management and financial planning services to individuals and high-net-worth families. The firm manages investment portfolios on a discretionary basis through its wrap fee program, which bundles portfolio management, trade execution, and custodial services into a single fee. Rockport Wealth Advisors also partners with Betterment to offer digital investment platforms and model portfolios. In addition to investment management, the firm offers comprehensive and modular financial planning covering retirement, taxes, estate planning, budgeting, insurance, and education funding. Rockport Wealth Advisors emphasizes a fiduciary approach, tailoring strategies to each client's unique risk tolerance, time horizon, and financial goals.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K+ | 1.00% |
Fees are charged as a flat percentage of total household account value, not a tiered rate. All fees are negotiable. For clients utilizing Betterment, the total fee is 0.75%, with Betterment retaining 0.25% and Rockport Wealth Advisors receiving 0.50%.