Rocket Capital Management, L.L.C.
Assets Under Management
$25.9M
Number of Clients
67
Number of Advisors
2
Average Client AUM
$386K
AUM per Advisor
$12.9M
Compensation
Fee-Only (AUM)
About This Firm
Rocket Capital Management, LLC offers discretionary account management services, specializing in small-cap growth stocks. They provide ongoing investment advice, guidance, analysis, and portfolio management tailored to individual client needs. The firm also offers research and a periodic newsletter with general financial information.
Fee Structure
The firm charges an annual fee based on assets under management. For clients of other brokerage/advisory firms, the fee is 1.0% of AUM. For direct clients, the fee is 1.5% for Small-Cap Growth Accounts and 1.0% for Total Portfolio Management Accounts. The firm may offer reduced fees based on total household AUM. A minimum of $100,000 is required to open an account. Custodians may charge additional transaction fees.
Areas of Practice
Location
319 Barry Avenue South, Suite 210, Wayzata, MN, 55391