RCK Wealth Advisory provides investment management and financial planning services. Investment management is offered on a discretionary basis, and RCK may use sub-advisors. Financial planning includes understanding a client's financial situation, setting goals, and creating a plan to work towards those goals. Services include financial planning, tax planning, investment management, education planning, insurance review, retirement planning, estate planning, and business planning.
Assets Under Management$28M
Clients47
Advisors1
Avg. per Client$600K
Avg. per Advisor$28M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.15% |
| $250K - $500K | 1.10% |
| $500K - $1.0M | 1.05% |
| $1.0M - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Annual fee is negotiable based upon certain criteria.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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