Brock Hill Wealth Management offers investment advice and financial planning to individuals, trusts, estates, businesses, and retirement plans. Services include asset management, comprehensive portfolio management (asset management and financial planning), and standalone financial planning and consulting. They tailor investment strategies to client needs and continuously monitor and rebalance portfolios. They also offer retirement plan consulting to employer plan sponsors.
Fee Structure
Brock Hill Wealth Management charges a maximum of 1.95% annually for asset management and comprehensive portfolio management services. The exact fee will be outlined in your advisory agreement. Fees are billed quarterly in advance, based on the value of your account on the last day of the previous quarter. Fees are negotiable and deducted from client accounts. Adjustments are made for deposits and withdrawals during the quarter.