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Rockbridge Investment Management, Llc
Syracuse, New York
5.0
4 Reviews
Rockbridge Investment Management, LLC is a reputable local investment advisory firm headquartered in Syracuse, NY, with an additional office location. With a team of 19 highly skilled professionals, 14 of whom specialize in providing top-notch investment advisory services, the company boasts a strong presence in the financial industry. On average, each investment advisor manages approximately $90,210,000 in assets under management, placing them on par with industry standards.
The firm offers a flexible compensation structure, accommodating various client preferences. This includes earning a percentage of the assets under manageme...see more
Assets Under Mgmt
$1.26B
Investment Professionals
14
Locations
1
% 401K & Individual
% Discretionary
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
- Portfolio management for businesses or institutional clients
Reviews for Rockbridge Investment Management, Llc
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