Elderrock Financial offers financial planning and investment management services to individuals and employer-sponsored retirement plans. Services include investment management, retirement planning, and tax planning. For clients using portfolio management services with at least $50,000 in assets, financial planning is included at no additional cost. The firm uses Betterment for accounts under $50,000.
Assets Under Management$27M
Clients73
Advisors1
Avg. per Client$370K
Avg. per Advisor$27M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $1.0M | 1.00% |
| $1.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.60% |
Fees are negotiable. For accounts managed through Betterment, Betterment retains up to 50 bps and pays the remainder of the fee to Elderrock.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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