Rookwood Wealth Management is a fee-only registered investment advisor. Rookwood Wealth provides investment management services where they create and manage a portfolio based on the client's goals, risk tolerance, and tax considerations. Rookwood Wealth also offers financial planning services covering areas like business planning, cash flow and debt management, college savings, employee benefits, estate planning, insurance, investment analysis, retirement planning, risk management, and tax planning strategies.
Assets Under Management$8.7M
Clients6
Advisors1
Avg. per Client$1.4M
Avg. per Advisor$8.7M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $750K | 1.00% |
| $750K+ | 0.85% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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