Ballast Rock Private Wealth (BRPW) offers portfolio management services based on your individual goals, objectives, time horizon, and risk tolerance. BRPW creates a plan to help select a portfolio that matches your specific situation. Financial planning services are exclusively provided to clients of the portfolio management service upon request at no additional cost. BRPW also offers consulting services to pension or other employee benefit plans.
Assets Under Management$410M
Clients251
Advisors8
Avg. per Client$1.6M
Avg. per Advisor$51M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $3.0M | 1.25% |
| $3.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees are negotiable. Older clients may have a different fee schedule.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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