Rothschild Wealth provides investment advice and financial planning to individuals, high-net-worth individuals, and institutions. Services include financial planning, investment strategy, portfolio management, and tax and estate planning. Rothschild Wealth may recommend separate account managers. Investment advice is based on asset allocation models that consider a client’s financial circumstances, investment objectives, and risk tolerance.
Assets Under Management$750M
Clients1,031
Advisors25
Avg. per Client$730K
Avg. per Advisor$30M
Fee Structure
Minimum Investment:$100K
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $1.0M | 1.15% |
| $1.0M - $3.0M | 1.05% |
| $3.0M - $5.0M | 0.95% |
| $5.0M - $10.0M | 0.85% |
| $10M+ | 0.85% |
Fees negotiable for accounts over $10,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
25 Advisors at this firm
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