Big Rock Advisors provides investment management services where they manage client investments based on their goals and risk tolerance. They also offer financial planning services, including comprehensive financial plans and consulting on individual financial topics. Big Rock Advisors also provides services to retirement plans. Stephen W. Taylor and Sean T. Hopkins are the owners of the firm.
Assets Under Management$8.1M
Clients15
Advisors3
Avg. per Client$540K
Avg. per Advisor$2.7M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.25% |
| $2.0M - $5.0M | 1.10% |
| $5M+ | 1.00% |
The 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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