Rockbridge Capital Management provides investment management services on a discretionary basis to institutions, individuals/families, investment partnerships, retirement plans, trusts, estates, charitable organizations, foundations, corporations, pooled investment vehicles, and other business entities. Rockbridge primarily invests in publicly-traded equity securities. The firm's investment process involves fundamental research to identify superior businesses with high returns on invested capital.
Assets Under Management$190M
Clients48
Advisors1
Avg. per Client$3.9M
Avg. per Advisor$190M
Fee Structure
Minimum Investment:$5M
Investment management only (planning not offered)
Minimum Annual Fee:$50,000
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Minimum fee is $12,500 per quarter, which may be waived. Minimum account size is $5,000,000, which may be waived.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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