Rockport Wealth Advisors provides financial planning, investment management, and consultation services. Financial planning can be comprehensive or tailored to specific needs. Investment management is ongoing and includes financial planning. They also offer Strategic Models, an alternative management style that may involve short-term market timing. New accounts are opened under their wrap fee program, which bundles portfolio management, trade execution, and custody services into a single fee.
Assets Under Management$570M
Clients1,312
Advisors7
Avg. per Client$430K
Avg. per Advisor$81M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K+ | 1.00% |
All fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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