Eldred Rock Partners offers investment management services through U.S. Value and International Value strategies. These strategies focus on owning a concentrated portfolio of 15 to 25 securities. Eldred Rock also offers sub-advisory and model portfolio services to other registered investment advisors. Eldred Rock does not offer financial planning services to individual clients.
Assets Under Management$490M
Clients68
Advisors2
Avg. per Client$7.2M
Avg. per Advisor$240M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.35% |
Fees are negotiable. Model provider services are offered at 0.25% annually.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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