Overview
- Headquarters
- Fairview Park, OH
- Total Firm Assets
- $676 million
- Average High-Net-Worth Client Portfolio Size
- $1.5 million
- Stated Minimum Account Size
- $250,000
Fee Disclosure
Source: ROCKPORT WRAP FEE BROCHURE 2-12-24 (2026-02-24)
· View brochure text
Latest filing: ROCKPORT ADV 2A (2026-05-29)
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Latest filing: ROCKPORT WRAP FEE BROCHURE (2026-05-29)
· View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $500,000 | 1.25% |
| $500,001 | and above | Negotiable |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | Negotiable | Negotiable |
| $5 million | Negotiable | Negotiable |
| $10 million | Negotiable | Negotiable |
| $50 million | Negotiable | Negotiable |
| $100 million | Negotiable | Negotiable |
Actual fees may vary; other investment costs may apply.
Clients
- High-Net-Worth Share of Firm Assets
- 56.80%
- Number of High-Net-Worth Clients
- 248
- Total Client Accounts
- 3,004
- Discretionary Accounts
- 3,004
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection, Educational Seminars
Regulatory Filings
- SEC CRD Number
- 297122
- ROCKPORT ADV 2A (2026-05-29) · View brochure text
- ROCKPORT WRAP FEE BROCHURE (2026-05-29) · View brochure text
- ROCKPORT WRAP FEE BROCHURE 2-12-24 (2026-02-24) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗