Rockwood Wealth Management offers financial planning and investment management services. They work with clients to define financial goals and develop strategies, including cash flow management, tax planning, and retirement planning. Investment management includes ongoing portfolio review and rebalancing. Rockwood Wealth Management's compensation comes directly from client fees and does not receive commissions.
Assets Under Management$2.2B
Clients1,021
Advisors44
Avg. per Client$2.1M
Avg. per Advisor$50M
www.rockwoodwealth.com ·www.linkedin.com/company/rockwood-wealth-manage... ·www.facebook.com/rockwoodwealth
Fee Structure
Planning is included in investment management
Minimum Annual Fee:$12,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
At the firm’s discretion, Rockwood Wealth Management may combine the account values of family members to determine breakpoints and applicable advisory fees. All fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
44 Advisors at this firm
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