Eagle Rock Investment Company offers wealth management services, including investment management and financial planning, to individuals, high net worth individuals, families, trusts, estates, foundations, businesses, and other registered investment advisors. Eagle Rock may use internal management strategies or independent money managers. They also offer retirement plan advisory services to plan sponsors.
Assets Under Management$790M
Clients83
Advisors3
Avg. per Client$9.5M
Avg. per Advisor$260M
Fee Structure
Minimum Investment:$1M
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 0.75% |
| $5M+ | 0.75% |
Fees negotiable for accounts over $5,000,000. Minimum relationship size is $1,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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