Rockline Wealth Management offers investment advisory services, including comprehensive portfolio management and retirement plan consulting. As a fiduciary, Rockline is legally required to act in the client's best interest. The firm works with clients to understand their financial situation, goals, and risk tolerance. For portfolio management clients, Rockline constructs portfolios using individual stocks, bonds, ETFs, and mutual funds. The firm also provides retirement plan consulting services to employer plan sponsors.
Assets Under Management$750M
Clients918
Advisors4
Avg. per Client$820K
Avg. per Advisor$190M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Maximum annual fee is 1.50%. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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