Assets Under Management
$137.5M
Number of Clients
135
Number of Advisors
4
Average Client AUM
$1.0M
AUM per Advisor
$34.4M
Compensation
Fee-Only (AUM)
Rochester Wealth Strategies offers financial planning, pension consulting, and wealth management services, including financial planning and investment management. They manage investment portfolios primarily using ETFs and mutual funds, occasionally individual equity securities. They tailor advisory services to individual client needs and objectives, consulting with clients to assess risk tolerance, time horizon, and liquidity constraints.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
At our discretion, Rochester Wealth Strategies may combine the account values of family members to determine the applicable advisory fee.
439 S. Main Street, Suite 250, Rochester, MI, 48307