Blue Rock Financial Group offers customized wealth management, investment guidance, and financial planning solutions tailored to the needs of individuals, high-net-worth families, businesses, and trusts. The firm builds portfolios primarily using exchange-traded funds and mutual funds based on modern portfolio theory, and also provides access to independent managers and automated digital platforms. Blue Rock Financial Group operates as a registered investment advisor and serves as a fiduciary, putting client interests first. Services include retirement planning, tax-aware strategies, estate planning, cash flow analysis, and education savings. Clients can choose between ongoing portfolio management, standalone financial planning, or project-based consultations.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $2.0M | 1.05% |
| $2.0M - $3.0M | 0.92% |
| $3.0M - $4.0M | 0.79% |
| $4.0M - $5.0M | 0.66% |
| $5.0M - $7.5M | 0.54% |
| $7.5M+ | 0.39% |
Fees are maximum rates and may be negotiable at the sole discretion of the advisor. Aggregate assets with the advisor are taken into consideration.