Red Rock Capital Management LLC

Fee-Only (% of Portfolio)

Red Rock Capital Management (RRCM) is a registered investment advisor providing investment management services. RRCM offers advice on equities, exchange-traded funds, U.S. treasuries, bonds, and municipal securities, and may use options contracts. RRCM's services are tailored to client investment objectives, risk tolerance, and income needs, or can actively manage a portfolio with the intent of beating the S&P 500. RRCM enters into formal written agreements with clients, which can be terminated with 30 days' notice.

Assets Under Management$750K
Clients3
Advisors1
Avg. per Client$250K
Avg. per Advisor$750K

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)

Red Rock Capital Management charges an annual fee based on the value of your investments, taken monthly.

For non-qualified clients, the fee is 2% per year.

For qualified clients, the fee is 1% per year.

For qualified clients, RRCM may also charge a performance-based fee of 15% of each qualified client’s quarterly net realized and unrealized profits, subject to a high water mark.

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Location

1 Advisors at this firm