High Rock Wealth Management provides personalized investment management and financial planning services for individuals, high-net-worth individuals, charitable organizations, and businesses. The firm develops customized investment portfolios based on each client's specific goals, risk tolerance, and tax situation, utilizing a mix of stocks, bonds, mutual funds, exchange-traded funds, and cash equivalents. High Rock Wealth Management also provides ongoing financial planning covering areas such as business consulting, cash flow and debt management, college savings, employee benefits, estate planning coordination, insurance reviews, retirement planning, and tax strategies. Additionally, the firm offers tax preparation services through an affiliated entity.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.5M | 0.95% |
| $1.5M - $4.0M | 0.85% |
| $4.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.65% |
| $10.0M - $50.0M | 0.50% |
| $50.0M - $150.0M | 0.25% |
| $150M+ | 0.15% |
Fees are negotiable.