Rockbridge Investment Management is a fee-only fiduciary investment advisor managing $1.2 billion in assets for 1,000 families in Upstate New York and across the country. Since our inception in 1991 we have been early adopters of evidence-based, low-cost, index investing. While much has changed in the last 30 years, many things have stayed constant like acting in client’s best interest, developing an investment approach designed to meet your goals, and focusing on financial planning.
While every client of Rockbridge has one dedicated advisor, a support advisor, and an operations specialist, you also have access to our full staff of 18. In total we have 7 CFPs, 3 CFAs, 2 CPWAs, a CPA, and an attorney. Whether it’s maximizing savings for retirement, estate planning, paying down student loans, or unwinding an insurance product you shouldn’t have bought, our team has the expertise to help you meet your goals.
We work with over 120 providers (Physicians, NPs, PAs, & Dentists) who practice in all sorts of capacities and for various types of organizations. If you’re interested in learning more reach out and we can set up an introductory meeting to see if we’d be a good fit for each other.
- Services: Financial planning, investment management
- Ideal Client: A high-income professional committed to getting rich slowly.
- Location: Syracuse, NY
- Additional Information, Rockbridge Application, ADV2
- Website, [email protected], (315) 671-1929
|AUM over $500,000||AUM under $500,000|
|First $1,000,000||0.80%||First $250,000||1.00%|
|Next $4,000,000||0.60%||Next $250,000||0.80%|
Ongoing Investment Management and Financial Planning:
Single engagement comprehensive plan: $2,500