BLUE ROCK FINANCIAL GROUP
Rehoboth Beach, Delaware
5.0
33 Reviews
Blue Rock Financial Group is a reputable investment advisory firm headquartered in Rehoboth Beach, DE, with two offices catering to a diverse clientele. With a total of eight dedicated professionals, six of whom specialize in providing top-notch investment advisory services, Blue Rock Financial Group excels in managing clients' assets. On average, each investment advisor oversees approximately $34,550,000 in assets under management, leveraging their expertise to deliver optimal financial outcomes. The firm boasts a comprehensive compensation structure, tailored to meet clients' individual needs. Their remuneration methods include...
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Assets Under Mgmt

$207.3M

Investment Professionals

6

Locations

1

% 401K & Individual

24%

% Discretionary

72%
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Pension consulting services
Selection of other advisers
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