Blue Rock Capital (BRC) offers investment advice and manages portfolios for individuals and small businesses. BRC creates personalized investment plans based on each client's financial goals, risk tolerance, and time horizon. BRC aims to maximize long-term returns while considering risk, taxes, and fees. BRC does not take custody of client assets; funds are held at a qualified brokerage firm.
Assets Under Management$3.6M
Clients45
Advisors1
Avg. per Client$80K
Avg. per Advisor$3.6M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are open for discussion and negotiation.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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