FAQ
Answers, before the questions.
Everything you need to know about working with Rockfolios.
Our Foundation strategy starts at $5,000. Growth and Private
Client tiers require $25,000 and $100,000 respectively.
We charge a single, transparent advisory fee ranging from 0.65%
to 1.10% annually depending on your tier. There are no
commissions, transaction fees, or hidden charges.
All client assets are held at qualified third-party custodians
such as Charles Schwab and Fidelity. Rockfolios never takes
custody of your funds directly.
Yes. Public market portfolios offer daily liquidity. Private
market allocations may have lock-up periods disclosed prior to
investment.
Foundation clients receive quarterly performance reports. Growth
clients receive monthly reports. Private Client tier receives
on-demand reporting plus a quarterly review call.
Yes. As an SEC-registered investment adviser, we are legally
bound to act in your best interest at all times.
We serve clients across North America, Europe, and select
Asia-Pacific jurisdictions, subject to local regulation.
You may terminate our services at any time. Your assets remain
with your custodian — we simply step away from advisory. There
are no exit fees.