Rock Harbor Capital offers portfolio management services to individuals, creating customized portfolios based on their goals and risk tolerance. They also wholesale the services of other investment advisors to unaffiliated third parties. Rock Harbor Capital requests authority to make trades without asking you first. They base investment recommendations on factors like performance risk, fees, and tax efficiency.
Assets Under ManagementN/A
ClientsN/A
Advisors6
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fee is negotiable based on the size of the account. You may aggregate accounts to achieve a lower rate.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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