Rochester Wealth Strategies, LLC
Assets Under Management
$137.5M
Number of Clients
135
Number of Advisors
4
Average Client AUM
$1.0M
AUM per Advisor
$34.4M
Compensation
Fee-Only (AUM)
About This Firm
Rochester Wealth Strategies offers financial planning, pension consulting, and wealth management services, including discretionary and non-discretionary investment portfolio management. The firm primarily allocates client assets among ETFs and mutual funds, and occasionally individual equity securities. They tailor advisory services to individual client needs and objectives.
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
Location
439 S. Main Street, Suite 250, Rochester, MI, 48307