Rothrock Financial Group advises plaintiff attorneys and their clients on settlements, focusing on Medicaid, Medicare, and cash flow requirements specific to their physical injuries. They also offer 401k and retirement plan integration for professionals, examining existing portfolios to determine the best course of action for employees.
Assets Under Management$10M
Clients1
Advisors1
Avg. per Client$10M
Avg. per Advisor$10M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
Fee applies to 401k analysis for legal firms.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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