Rook Financial provides financial planning and investment management services. Financial planning includes ongoing and project-based options, covering areas like cash flow, college savings, retirement, and student loans. Investment management offers continuous advice and portfolio management based on individual client needs. Rook Financial also offers retirement plan services to small business owners.
Assets Under Management$5.9M
Clients25
Advisors1
Avg. per Client$240K
Avg. per Advisor$5.9M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.75% |
Fees are negotiable for amounts over $5,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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