East Rock Financial Services offers investment management and financial planning services to individuals, trusts, and estates. East Rock tailors its advice to each client's goals, resources, and risk tolerance. As a registered investment advisor, East Rock is legally required to act in clients' best interests.
Assets Under Management$140M
Clients39
Advisors2
Avg. per Client$3.5M
Avg. per Advisor$68M
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$16,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.75% |
| $1.0M - $10.0M | 0.50% |
| $10.0M - $15.0M | 0.25% |
| $15M+ | 0.10% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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