Bedrock Advisors provides investment management and financial planning services to individuals, high net-worth individuals, and businesses. Bedrock Advisors works with clients to determine their financial goals and risk tolerance, then creates a personalized investment plan. Bedrock Advisors also offers financial planning services, including retirement planning, tax planning, and estate planning. Bedrock Advisors uses outside managers to manage client accounts.
Assets Under Management$360K
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$360K
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.20% |
| $500K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.65% |
| $5.0M - $10.0M | 0.55% |
| $10M+ | 0.40% |
The fee is negotiable. The above fee schedule includes the Outside Manager’s fee, up to 0.35% of total assets under management. At no point will the combined fee charged to the Client exceed 2% of assets under management.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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