Rock Ridge Wealth LLC offers portfolio management services based on individual client goals, objectives, time horizon, and risk tolerance. They create an Investment Policy Statement for each client. RRWL also offers pension consulting services to employee benefit plans. Financial planning services include investment planning, life insurance, tax concerns, retirement planning, college planning, and debt/credit planning. RRWL also offers estate planning coordination services.
Fee Structure
Rock Ridge Wealth charges an annual fee based on the value of your portfolio. The fee is 2.00% of all assets. This fee is negotiable. RRWL also offers cash management services with fees ranging up to 0.50% annually based on the level of assets to be managed and the overall relationship with the advisor.