Rochester Wealth Strategies is a planning-centric investment advisory firm that helps individuals and families manage their wealth. The firm offers comprehensive wealth management services, combining personalized financial planning with investment management. Investment portfolios are primarily built using exchange-traded funds and mutual funds tailored to each client's specific risk tolerance and time horizon. The firm also provides consulting services for pension plans and assists with donor-advised funds. In addition, Rochester Wealth Strategies offers personal income tax return preparation services through independent certified public accountants at no additional cost. The firm operates as a fiduciary, meaning they are legally required to act in your best interest.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees are negotiable at the firm's discretion, and family member account values may be combined to reach lower fee tiers.