Rock Financial Planning provides investment management services, managing individually tailored investment portfolios based on clients' needs and goals. They also offer project-based financial planning services covering retirement, risk management, college savings, and more. Ongoing financial planning is available for a fixed monthly fee, providing continuous support and plan monitoring.
Assets Under Management$940K
Clients6
Advisors1
Avg. per Client$160K
Avg. per Advisor$940K
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 0.75% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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