Initial Introductory Meeting
For a one-time consultation to discuss your situation, needs, and the possibility of an ongoing relationship, I do not charge a fee. This meeting is intended to determine whether my guidance is needed or desired.
Financial Consulting Relationship
For those people who are seeking a partnership with a professional fiduciary to help guide their financial affairs, my fee schedule is listed below. This relationship includes a comprehensive review of the client's current situation, discussions to determine appropriate steps, the development of a detailed financial plan, and the implementation and ongoing management of investment resources.
The following fee schedule applies to those assets directly managed by Blue Rock Financial Services. Fees are assessed quarterly in advance, and one-quarter of the annual fee will be deducted directly from the account's cash balance unless other arrangements have been made.
Schedule for individuals, IRA's, and trusts:
$0 to $5,000,000 1.00% Annually
$5,000,000 to $10,000,000 0.75% Annually
Greater than $10,000,000 0.50% Annually
Schedule for charitable organizations:
$0 to $10,000,000 1.00% Annually
Greater than $10,000,000 0.85% Annually