Solid Rock Capital Management provides comprehensive financial planning services, including cash flow management, insurance and risk management, education planning, retirement planning, tax planning, and investment planning. The firm also offers portfolio management services, using fundamental and technical analysis to identify securities and optimize portfolios based on client needs. Solid Rock Capital Management aims to build strong client relationships based on trust and clear communication.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.45% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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