Overview

Headquarters
Rochester, MI
Total Firm Assets
$204 million
Average High-Net-Worth Client Portfolio Size
$2.1 million
Stated Minimum Account Size
$500,000

Fee Disclosure

Source: ROCHESTER WEALTH STRATEGIES DISCLOSURE BROCHURE (2026-08-20) · View brochure text

MinMaxDisclosed Annual Rate
$0 $500,000 1.50%
$500,001 $1,000,000 1.25%
$1,000,001 $5,000,000 1.00%
$5,000,001 $10,000,000 0.75%
$10,000,001 and above 0.50%
Estimated Annual Advisory Fees
Portfolio ValueEstimated Annual FeeEffective Fee Rate
$1 million $13,750 1.38%
$5 million $53,750 1.08%
$10 million $91,250 0.91%
$50 million $291,250 0.58%
$100 million $541,250 0.54%

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets
83.13%
Number of High-Net-Worth Clients
80
Total Client Accounts
478
Discretionary Accounts
446
Non-Discretionary Accounts
32

Services Offered

Services: Portfolio Management for Individuals, Pension Consulting

Regulatory Filings

SEC CRD Number
299150
  • ROCHESTER WEALTH STRATEGIES DISCLOSURE BROCHURE (2026-08-20) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

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