Rocky Mountain Financial Solutions (RMFS) provides asset management services on both a discretionary and non-discretionary basis. RMFS determines investment strategies based on individual client goals, risk tolerance, and time horizons. RMFS may also hire sub-advisors to manage client assets. RMFS also offers financial consultation services for an hourly or flat fee.
Assets Under Management$9.8M
Clients36
Advisors1
Avg. per Client$270K
Avg. per Advisor$9.8M
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Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.20% |
The annual fee is negotiable. RMFS may utilize the services of a Sub-Advisor to manage Clients’ investment portfolios. When using Sub-Advisors, the Client will not pay additional fees. The fees charged by RMFS will include the fees charged by the Sub-Advisors.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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