Target Rock Wealth Management, LLC's Form ADV discloses 1.45% on the first $500,000, 1.00% on the next $1.5 million, 0.85% on the next $3 million, and 0.50% on assets above $5 million. See complete fee breakdown ↓
Yes. As an SEC-registered investment advisor (CRD #312279), Target Rock Wealth Management, LLC is subject to fiduciary duty under federal law.
Target Rock Wealth Management, LLC is headquartered in NEW YORK, NY.
Target Rock Wealth Management, LLC serves 40 high-net-worth clients according to their SEC filing dated April 24, 2026. View client details ↓
According to their SEC Form ADV, Target Rock Wealth Management, LLC offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
Target Rock Wealth Management, LLC manages $94 million in client assets according to their SEC filing dated April 24, 2026.
According to their SEC Form ADV, Target Rock Wealth Management, LLC serves high-net-worth individuals. View client details ↓