RockWealth Financial offers wealth management services, including investment management and financial planning, to high net worth individuals, families, trusts, estates, and small businesses. RockWealth creates customized investment portfolios using exchange-traded funds, individual stocks, and mutual funds. Financial planning services cover investment planning, retirement planning, personal savings, and education savings. RockWealth may refer clients to other specialists like accountants and attorneys.
Fee Structure
RockWealth Financial charges a fixed engagement fee for wealth management services, up to $75,000 annually. This fee includes financial planning. The fee is agreed upon and may be negotiable. The total blended fee, including the advisor's fee and any independent manager's fee, will not exceed 2.00% annually.