Jordan Rothenberg
Jordan Rothenberg is a registered investment advisor at Gamma Asset Management LLC, based in San Juan, PR, with 12 years of industry experience. Jordan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 103 clients with $420M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $10.0M | 0.80% |
| $10.0M - $25.0M | 0.70% |
| $25.0M - $50.0M | 0.60% |
| $50M+ | 0.50% |
All fees are negotiable. Adviser may enter flat fee arrangements from time to time, typically for administrative services provided to clients.
Fee Estimator
Location
Edificio Ochoa 500 Calle De La Tanca, Suite 305, San Juan, PR, 00901-1969
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Jordan is a registered investment advisor at Gamma Asset Management, offering investment management products and services to clients.
Employment History
Current Registrations
Gamma Asset Management LLC
Gamma Securities, LLC
Gamma Securities, LLCBroker
Previous Registrations
PNC Capital Markets LLCBroker
PNC Capital Advisors LLC
PNC Capital Advisors LLC
PNC Funds Distributor, LLCBroker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.