Target Rock Wealth Management (TRWM) offers investment management services where they manage client funds based on individual needs, developing investment policies and managing portfolios. They also offer financial planning services, evaluating a client's current and future financial state to create a detailed financial plan. TRWM may use outside managers to assist with investment management. Services are tailored to meet individual client needs.
Assets Under Management$61M
Clients75
Advisors4
Avg. per Client$810K
Avg. per Advisor$15M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.45% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5M+ | 0.50% |
For account(s) managed by SpiderRock, the above fee schedule does not include SpiderRock’s fee. Depending on the model utilized, SpiderRock’s fee can range from 0.50% to 0.85% of assets under management. All fees outlined are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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