Aubrey Foerster is a CFA-designated registered investment advisor at RBC Rochdale, LLC, based in New York, NY, with 9 years of industry experience. Aubrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 17,054 clients with $73B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
RBC Rochdale offers investment management services with fees based on a percentage of the assets managed. The specific fees vary depending on the account type and the amount invested.
Annual Program Relationship Model:
Clients pay an annual investment advisory fee and an annual program fee. The investment advisory fee covers investment management services, while the program fee covers transaction costs and custodial services.
Transaction-Based Relationship Model:
Clients pay an annual investment management fee, transaction costs, and custodial fees.
Fees may be negotiable.
Location
400 Park Ave, New York, NY, 10022
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
RBC Rochdale, LLC
Cnr Securities, LLC
Cnr Securities, LLCBroker
Previous Registrations
City National Securities, INC.
City National Securities, INC.Broker
State Registrations4 states
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