Assets Under Management
$568.7M
Number of Clients
1,312
Number of Advisors
7
Average Client AUM
$433K
AUM per Advisor
$81.2M
Compensation
Fee-Only (AUM)Fixed/Hourly
Rockport Wealth, LLC provides financial planning, investment management, and consultation services. Financial planning can be comprehensive or tailored. Investment management is ongoing and includes financial planning. Jon Arnold offers an alternative management style. The firm also utilizes Betterment's platform on a sub-advisory basis.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
The fees are charged based on a flat percentage using account value, as opposed to a tiered rate. The agreed upon fee schedule will be established in the Advisor’s Client Agreement. Fees are paid monthly in arrears.
22730 Fairview Center Dr, Suite# 150, Fairview Park, OH, 44126