Rock Point Advisors, LLC
Assets Under Management
$560.4M
Number of Clients
244
Number of Advisors
3
Average Client AUM
$2.3M
AUM per Advisor
$186.8M
Compensation
Fee-Only (AUM)
About This Firm
Rock Point Advisors, LLC offers portfolio management and investment counseling, tailoring services to each client's financial objectives and risk tolerance. They utilize publicly-traded equities, fixed income securities, ETFs, open and closed-end mutual funds, and cash securities. Ancillary financial planning services are also available. The firm manages discretionary assets and may recommend other professionals like tax preparers or attorneys.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.20% |
| $500K - $1.0M | 0.70% |
| $1M+ | 0.50% |
Historical client relationships may be subject to a different fee schedule. Fees may be different than disclosed under certain circumstances.
Fee Estimator
You'll pay an annual fee based on the value of your assets under management. The fee is 1.20% on the first $500,000, 0.70% on the next $500,000, and 0.50% on assets over $1,000,000. For example, a $750,000 portfolio would cost $6,250 per year. This fee does not include brokerage or custodial fees, or the internal expenses of ETFs or mutual funds. The minimum investment for a new relationship is $500,000.
Areas of Practice
Location
77 College Street, 4th Floor, Burlington, VT, 05401-4014