CapRock Wealth Management offers investment management and financial planning services to individuals, high net-worth individuals, and businesses. For investment management, they create a portfolio based on your goals and risk tolerance. They primarily advise on stocks, bonds, mutual funds, and ETFs. Financial planning covers areas like retirement, taxes, insurance, and estate planning. They may also use outside investment managers.
Assets Under Management$83M
Clients100
Advisors1
Avg. per Client$830K
Avg. per Advisor$83M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fee is negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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