Blue Rock Financial Group offers customized wealth management solutions through personal contact and discretionary investment management. They develop investment strategies based on client goals, risk tolerance, and financial situations, primarily using exchange-traded funds (ETFs). They also offer financial planning services, either included in wealth management or as a separate service, covering areas like retirement, education, and estate planning. Blue Rock Financial Group may recommend unaffiliated investment managers or platforms. They also provide retirement plan advisory services to plan sponsors.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $2.0M | 1.05% |
| $2.0M - $3.0M | 0.92% |
| $3.0M - $4.0M | 0.79% |
| $4.0M - $5.0M | 0.66% |
| $5.0M - $7.5M | 0.54% |
| $7.5M+ | 0.39% |
Fees may be negotiable. For Hero Wealth Management, the advisory fee is 0.75% annually, in addition to the Betterment Institutional platform fee.