Rookwood Wealth Management is a registered investment advisor located in Maryland, founded in 2025. Rookwood Wealth provides continuous investment management based on each client's specific goals, risk tolerance, and tax considerations, using strategies such as asset allocation, fundamental analysis, and modern portfolio theory. In addition to managing investment portfolios, Rookwood Wealth offers ongoing financial planning covering areas such as retirement planning, tax strategies, estate planning, business consulting, cash flow and debt management, employee benefits, college savings, and risk management. Rookwood Wealth operates as a fee-only firm, meaning they are compensated solely by clients and do not accept commissions or third-party sales compensation.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $750K | 1.00% |
| $750K+ | 0.85% |
Fees are negotiable. Accounts of members of the same household may be aggregated.