PostRock Partners provides investment advisory services, including wealth management and financial planning, to high net worth individuals, families, trusts, estates, and businesses. PostRock Partners offers family office services for ultra-high-net-worth clients. The firm creates customized investment strategies based on client goals, risk tolerance, and financial situations. PostRock Partners acts as a fiduciary, committed to loyalty and good faith.
Fee Structure
PostRock Partners offers wealth management services where fees are based on a percentage of your portfolio's value. The annual fee can be up to 1.50%, depending on the complexity of your situation, the amount of assets managed, and your overall relationship with PostRock Partners. Fees are paid monthly.