Assets Under Management
$560.4M
Number of Clients
244
Number of Advisors
3
Average Client AUM
$2.3M
AUM per Advisor
$186.8M
Compensation
Fee-Only (AUM)
Rock Point Advisors offers portfolio management and investment counseling, tailoring strategies to clients' financial objectives and risk tolerance. They utilize publicly-traded equities, fixed income securities, ETFs, and mutual funds. Ancillary financial planning services are also available. The firm manages discretionary assets and may recommend other professionals like tax preparers or attorneys.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.20% |
| $500K - $1.0M | 0.70% |
| $1M+ | 0.50% |
Historical client relationships may be subject to a different fee schedule.
77 College Street, 4th Floor, Burlington, VT, 05401-4014