Our Business Model
Bedrock is a fee-only investment management firm that is compensated based on a percentage of the assets under management. Typically our fees are no more than 1% of the assets we manage. Bedrock approaches financial planning as an ensemble firm. Financial planning is done as part of our commitment to fulfill our fiduciary responsibility to help our clients achieve their long-term goals.
Clients partner with Bedrock because:
- They want a professional approach to their investments and financial planning
- They don’t have the time, temperament or training to continually manage a plan to achieve their financial goals
- They want to delegate to a professional team with a proven track record
- They want a resource for financial solutions
What Does “Fee-Only” Mean?
Bedrock’s only income is from fees paid directly to us by our clients. We do not receive commissions, loads, bonuses or anything else of value based on the assets our clients acquire, so we are free to make recommendations that are in the clients’ best interest. While we are pleased to refer clients to other professionals, we do not expect or accept referral fees.
