PlanRock Investment Management, LLC, through its subsidiary PlanRock Wealth Strategies, LLC, provides investment advisory services to individuals, high-net-worth clients, endowments, and trusts. PlanRock also offers outsourced investment model portfolio due diligence services for financial advisors. Services include investment management, retirement planning, estate planning, business continuity planning, risk management, and insurance planning. PlanRock does not offer tax or legal advice.
Fee Structure
PlanRock Wealth Strategies offers investment management services where fees are based on a percentage of the assets managed.
For the PlanRock Alternative Growth Strategy, the fee is 1.25% of assets managed. For the PlanRock Market Neutral Income Strategy, the fee is 0.95% of assets managed.
For other investment management services, fees are determined by family relationship assets under management and the level of service:
- Platinum Level Services: 1.05% on the first $999,999, 0.95% on $1,000,000 to $2,999,999, 0.85% on $3,000,000 to $4,999,999, and 0.75% on $5,000,000 and above.
- Family Office Services: 1.35% on the first $999,999, 1.25% on $1,000,000 to $2,999,999, 1.15% on $3,000,000 to $4,999,999, and 1.05% on $5,000,000 and above.
There is a $50 annual technology fee per account, beginning with the second account only for friends and family accounts of PlanRock.