Rockport Wealth Advisors
Assets Under Management
$568.7M
Number of Clients
1,312
Number of Advisors
7
Average Client AUM
$433K
AUM per Advisor
$81.2M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Rockport Wealth, LLC offers financial planning, investment management, and consultation services. Financial planning can be comprehensive or tailored, offered hourly or ongoing. Investment management is ongoing, focusing on portfolio management and including financial planning. They also utilize Betterment's software on a sub-advisory basis.
Fee Structure
AUM-Based Fees (Flat)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are negotiable based on the nature, complexity, and scope of services as well as the amount and nature of assets to be managed, election to opt -out of the wrap fee program, pre-existing relationships, and other factors, at the discretion of the Advisor.
Fee Estimator
Financial planning fees range from $200 to $400 per hour, based on the scope and complexity of services. Ongoing planning services involve a $250 setup fee and a $50 monthly fee, paid in advance. Investment management fees are calculated as a percentage of assets under management. Clients who contracted prior to December 19, 2023, are grandfathered under a different fee schedule. For qualified clients, the firm may negotiate a fee based on a combination of AUM and performance.
Areas of Practice
Location
22730 Fairview Center Dr, Suite# 150, Fairview Park, OH, 44126