Alpha Rock Investments provides investment advice and manages portfolios for individuals, trusts, pension plans, and businesses. The firm creates tailored investment strategies based on client needs and goals, continuously monitoring and rebalancing portfolios as needed. Alpha Rock Investments acts as a fiduciary, prioritizing client interests and maintaining open communication.
Assets Under Management$23M
Clients71
Advisors1
Avg. per Client$320K
Avg. per Advisor$23M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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