Rockledge Partners provides investment advice on equity and fixed income securities. Rockledge establishes client objectives, risk tolerances, and time horizons at the beginning of each client relationship and monitors them throughout the relationship. Rockledge accepts accounts from individuals, partnerships, corporations, trusts, and non-profit organizations.
Assets Under Management$6.1M
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$6.1M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $25.0M | 0.75% |
| $25.0M - $100.0M | 0.60% |
| $100M+ | 0.50% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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