Rochester Wealth Strategies, LLC

Assets Under Management

$137.5M

Number of Clients

135

Number of Advisors

4

Average Client AUM

$1.0M

AUM per Advisor

$34.4M

Compensation

Fee-Only (AUM)

About This Firm

Rochester Wealth Strategies offers financial planning, pension consulting, and wealth management services, including financial planning and investment management. They manage investment portfolios primarily using ETFs and mutual funds, occasionally individual equity securities. They tailor advisory services to individual client needs and objectives, consulting with clients to assess risk tolerance, time horizon, and liquidity constraints.

Fee Structure

Minimum Investment:$500K
Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $500K1.50%
$500K - $1.0M1.25%
$1.0M - $5.0M1.00%
$5.0M - $10.0M0.75%
$10M+0.50%

At our discretion, Rochester Wealth Strategies may combine the account values of family members to determine the applicable advisory fee.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Areas of Practice
Retirement PlanningTax PlanningEstate PlanningCharitable GivingInsurance PlanningInvestment ManagementBusiness Owners
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Location

439 S. Main Street, Suite 250, Rochester, MI, 48307

4 Advisors at this firm