Rochester Wealth Strategies offers financial planning, pension consulting, and wealth management services, including both financial planning and investment management. They manage investment portfolios, primarily using exchange-traded funds and mutual funds, and occasionally individual equity securities. They tailor their services to individual client needs and objectives, consulting with clients to assess their risk tolerance and financial situation. They also offer services for accounts held away from their primary custodian using the Pontera platform.
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% |
Rochester Wealth Strategies may combine the account values of family members to determine the applicable advisory fee. They may also reduce advisory fees based on certain criteria, including family relationships and Held Away accounts that retain a portion of the wealth management fee collected by Rochester Wealth Strategies.