New Client Profile

East Rock Financial Services is a fee-only firm. In order to provide a high level of service to our existing clients, we accept a limited number of new clients. If we cannot take you as a client in the near future, we can refer you to an advisor we trust.

Comprehensive Financial Planning

East Rock does a comprehensive analysis of your financial situation and issues recommendations. We charge a flat fee between $3,750 and $4,750, depending on complexity. We will have a phone call with you, then give you a written quote. 

Investment Management

East Rock provides direct investment management with ongoing monitoring and re-balancing of your portfolio. For new clients, fees are 1.00% per year for the first $1 million, 0.75% for the balance between $1 million and $2 million, 0.50% for the balance between $2 million and $10 million, and 0.30% on the balance over $10 million. Ongoing financial planning and advice is included.