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 rarely accept new clients. If we cannot take you as a client, 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.
East Rock provides direct investment management with ongoing monitoring and re-balancing of your portfolio. Fees are 0.75% per year for the first $1 million, 0.50% for the next $9 million, and 0.30% for the balance over $10 million. Ongoing financial planning and advice is included.