Rook Strategies Wealth Management offers investment advice and portfolio management through Orion Portfolio Solutions, utilizing model portfolios developed by Orion or third-party investment managers. They also manage assets held away at other custodians through Pontera. Rook Strategies provides financial planning and consulting services, including asset allocation advice. Investment advice is tailored to meet individual client needs and objectives.
Fee Structure
Rook Strategies charges an annual fee for portfolio management services, ranging from 1% to 2.5% of the assets in your portfolio. The specific fee depends on the complexity of the assets and the services provided. Fees are billed monthly based on the average daily balance. For assets held away at other custodians, a 1% annual asset management fee is charged, with 0.25% of that fee paid to Pontera, the trading platform used to manage those assets. Fees are negotiable.