Rooney Wealth Management is a fee-only firm offering financial planning and investment management services. Financial planning is offered as one-time, project-based engagements. Investment management provides ongoing advice based on the client's individual needs. Rooney Wealth may recommend third-party professionals, but clients are not obligated to use them.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 3.00% |
| $100K - $1.0M | 1.00% |
| $1M+ | 0.75% |
The first $100,000 is billed at $1,000 or 3%, whichever is less.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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