Rockwall Wealth Management is a registered investment advisor based in Texas that offers personalized asset management, financial planning, and consulting services. The firm builds customized portfolios using exchange-traded funds, mutual funds, and individual securities, operating on either a discretionary or non-discretionary basis. Rockwall Wealth Management tailors its investment strategies to each client's specific goals, risk tolerance, and time horizon, offering various model portfolios including conservative, growth and income, and capital appreciation strategies. In addition to investment management, the firm provides comprehensive financial planning covering personal finance, taxes, cash flow, investments, insurance, retirement, and estate planning. Rockwall Wealth Management also offers consulting services on isolated financial topics and serves as a fiduciary for retirement plans under federal rules. Clients typically maintain their assets with independent qualified custodians such as Charles Schwab, Fidelity, or Interactive Brokers.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.20% |
| $500K+ | 1.00% |
Fees are negotiable on a client-by-client basis. Certain accounts involving annuities are billed quarterly in arrears.