Rockwood Wealth Management, LLC
Assets Under Management
$2.2B
Number of Clients
1,021
Number of Advisors
39
Average Client AUM
$2.1M
AUM per Advisor
$56.0M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Rockwood Wealth Management, LLC offers personalized financial planning and investment management services to individuals, families, trusts, estates, endowments, and family businesses. They work with clients to define financial objectives and develop strategies, including cash flow management, tax planning, risk exposure review, education funding, retirement planning, estate planning, charitable giving, and special needs planning. Investment management includes ongoing review and rebalancing.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
Fees are negotiable. Account values of family members may be combined to determine breakpoints and applicable advisory fees.
Fee Estimator
Rockwood Wealth Management charges fees based on a percentage of assets under management. The minimum annual fee is $12,000, which may make the service impractical for portfolios under $1,000,000. This minimum fee may be waived or reduced at the firm's discretion based on certain criteria. In addition to RWM's fees, clients will incur fees and expenses charged by third parties, such as brokerage commissions and custodial fees.
Areas of Practice
Location
6464 Lower York Road, New Hope, PA, 18938