Rockbound Capital provides investment management services, tailoring them to each client's individual needs. The firm requires discretionary authority to manage client accounts, allowing them to make investment decisions without prior approval for each transaction. Rockbound Capital may invest client assets according to model portfolios with varying degrees of risk tolerance. The firm primarily advises on mutual funds, ETFs, stocks, bonds, treasuries, and REITs.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.85% |
| $1.0M - $5.0M | 0.70% |
| $5M+ | 0.55% |
Advisory fee is negotiable, depending on individual client circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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