Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| 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% |
Account values of family members may be combined to determine the applicable advisory fee.
Fee Estimator
You'll pay an annual fee based on the amount of assets managed. The fee is prorated and charged quarterly, in advance. For Held Away Accounts, fees are deducted from an account under Rochester Wealth Strategies’ management or paid directly by the client on a quarterly basis. Fees may be reduced based on family relationships and Held Away accounts.
Areas of Practice
Advisor Information
Office location
439 S. Main Street, Suite 250, Rochester, MI, 48307
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Julie owns a technology consulting firm for small and mid-sized businesses. This activity is not investment-related.