Rockbridge Investment Management, LLC

Rockbridge Investment Management, LLC, established in 1997 by Patrick Rohe and David Carroll, manages $1,660,732,364 in client assets as of December 31, 2024. The firm offers discretionary and non-discretionary investment management services, including asset allocation, portfolio design, and ongoing monitoring. Investment supervisory services focus on constructing portfolios with passively managed funds to achieve risk objectives. Financial planning services are available under separate fee arrangements, covering areas such as tax and estate planning. The firm acts as a fiduciary for retirement accounts, ensuring advice is in clients' best interests. Fees for individual clients range from 0.45% to 0.90% based on asset value, with no minimum account requirement. Rockbridge primarily recommends index and passively managed mutual funds and ETFs, emphasizing diversification and cost efficiency. The firm does not engage in frequent trading and discloses material risks associated with specific securities. Rockbridge does not charge performance-based fees and has no disciplinary history. The firm does not accept custody of client funds but may have inadvertent custody for fee deductions and third-party payments. Clients receive account statements directly from qualified custodians. Rockbridge has discretion over investment selection but not broker or commission rates. The firm does not vote proxies on behalf of clients.