to make it work
How does the advisor help clients – Key Takeaways:
ROCKBRIDGE INVESTMENT MANAGEMENT, LLC serves as a financial expert and trusted partner for its clients. Through personalized strategies and proven expertise, the company helps clients navigate the complexities of financial planning and investment management.
Facts and Insights
ROCKBRIDGE INVESTMENT MANAGEMENT, LLC was founded in 1997 and has been providing exceptional financial services for over two decades. With a team of highly qualified financial advisors, the company has earned a reputation for delivering tangible results and building long-lasting relationships with its clients.
Assets Under Management, Number of Advisors and Time in Business:
According to the company’s most recent Form ADV filing with the Securities and Exchange Commission, ROCKBRIDGE INVESTMENT MANAGEMENT, LLC has assets under management of $1.2 billion (as of December 31, 2020). The firm currently has 12 advisors on staff and has been in business for 24 years.
Financial Services Offered
ROCKBRIDGE INVESTMENT MANAGEMENT, LLC offers a wide range of financial services to help clients achieve their unique financial goals. These services include investment management, retirement planning, tax planning, estate planning, insurance and risk management, and education funding. Through a comprehensive and holistic approach, the company creates customized plans to meet each client’s individual needs and objectives.
Client Types
ROCKBRIDGE INVESTMENT MANAGEMENT, LLC serves a diverse client base, including individuals, families, and businesses. The company’s team of advisors has expertise in working with clients from all walks of life, whether they are entrepreneurs, executives, retirees, or young professionals. No matter the client type, ROCKBRIDGE INVESTMENT MANAGEMENT, LLC is committed to providing personalized, high-quality financial advice and support.
Fees & Compensation
ROCKBRIDGE INVESTMENT MANAGEMENT, LLC maintains a transparent and straightforward fee structure. The company charges a percentage of assets under management for its investment advisory services, with rates decreasing as assets under management increase. For financial planning services, the company charges a fixed fee based on the complexity of the client’s situation. As a fee-only firm, ROCKBRIDGE INVESTMENT MANAGEMENT, LLC does not earn any commissions or incentives for recommending specific products, ensuring that its recommendations are always in the client’s best interest.
Background
ROCKBRIDGE INVESTMENT MANAGEMENT, LLC was founded by a team of experienced financial planners with a passion for helping individuals and families achieve financial stability and success. The company’s founders believed that by providing independent, personalized, and comprehensive financial services, they could make a meaningful impact on the lives of their clients. This philosophy continues to drive the company today, and its commitment to excellence has earned it recognition as a top financial advisor by industry publications and organizations.
Financial Advisor Disclosures to Know
As a Registered Investment Advisor (RIA), ROCKBRIDGE INVESTMENT MANAGEMENT, LLC has a fiduciary duty to act in the best interests of its clients. This means that the company is legally obligated to put its clients’ interests ahead of its own and provide transparent and unbiased advice. Moreover, the company has no disclosures or disciplinary events on its record, ensuring that clients can trust and rely on the advice and services provided by ROCKBRIDGE INVESTMENT MANAGEMENT, LLC.