Advisor at Per Stirling Capital Management, LLC
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Firm
Per Stirling Capital Management, LLC
Location
Austin, TX 78746
Credentials
CFP®
Industry experience
14 years
Tasha Rock is a CFP® professional with 14 years of experience, currently serving as an advisor at Per Stirling Capital Management, LLC since 2016. Prior to her advisory role, she spent over two decades with Texas Sailing. She also teaches as an adjunct instructor for the CFP Capstone course at the University of Texas at Austin and provides instruction in mediation and collaborative divorce financial training. Per Stirling Capital Management is a multi-advisor SEC-registered firm managing approximately $1.39 billion for individuals, high-net-worth households, trusts, estates, and select institutions. The firm offers discretionary investment management and financial planning, employing a blend of fundamental, technical, cyclical, and statistical analysis to construct portfolios tailored to various investment objectives.
Based on Per Stirling Capital Management, LLC
Based on Per Stirling Capital Management, LLC
Fixed fees for consulting services and financial planning; fixed fee for 1031 Exchange consulting up to 5% of assets included in recommendations.
$0 - $2,000,000: 1.00% annually $2,000,001 - $5,000,000: 0.85% annually $5,000,001 - $10,000,000: 0.70% annually $10,000,001 - $20,000,000: 0.60% annually $20,000,001+: 0.50% annually
Some registered individuals dually registered with broker-dealer and can accept commissions for products sold through that broker-dealer; PSCM as a firm does not receive commissions on managed assets.
Hourly consulting fees; rates vary depending on IAR and services; financial planning services may be hourly-based.
Account minimum: $250,000 Fee-only: Fee-only; no commissions on managed assets; some IARs may be dually registered and accept commissions through broker-dealer, but PSCM itself is fee-only.
4800 Bee Caves Road
Austin, TX 78746
Texas
Per Stirling Capital Management, LLC
2016 - Present (10 years)
Texas Sailing
1996 - 2018 (22 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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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
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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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