Justin Bowersock
Advisor at Rockhill Advisors LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Rockhill Advisors LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Victor, ID 83445
Credentials
CFA®, Series 66
Industry experience
11 years
Justin Bowersock is a CFA charterholder and holds a Series 66 license, with 10 years of industry experience. He has worked at Rockhill Advisors LLC since 2017 and previously at Morgan Stanley and Morgan Stanley Private Bank from 2015 to 2017. Rockhill Advisors LLC provides wealth management, investment management, financial planning, and retirement plan advisory services primarily to high-net-worth individuals, trusts, estates, charitable organizations, and retirement plans. The firm employs a goal-based, long-term passive investment approach with diversified portfolios mainly composed of low-cost mutual funds and ETFs, managing client accounts on a discretionary basis.
Based on Rockhill Advisors LLC
Based on Rockhill Advisors LLC
Flat fees for stand-alone financial planning engagements; up to $100,000 annually for wealth management clients billed quarterly.
$0 - $5,000,000: 0.75% $5,000,000 - $10,000,000: 0.50% $10,000,000+: 0.375%
Hourly fees range from $400 to $750 per hour for stand-alone financial planning engagements.
Account minimum: $2,000,000 Fee-only: Fee-only basis for wealth management services; no commissions received.
9043 Village Way, Unit B
Victor, ID 83445
Idaho · Texas
Rockhill Advisors LLC
2017 - Present (9 years)
Morgan Stanley Private Bank, National Association
2015 - 2017 (2 years)
Morgan Stanley
2015 - 2017 (2 years)
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Insurance agent
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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