Rudolf Millisits
Rudolf Millisits is a registered investment advisor at Connective Portfolio Management, LLC, based in New York, NY, with 4 years of industry experience. Rudolf operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 14 clients with $120M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Connective Portfolio Management charges a percentage of the value of your portfolio each year. The rate decreases as the amount you invest increases. There are different fee schedules for different account types:
Discretionary Accounts:
- Global Equity/Global Balance/Total Return:
- First $5 million: 1.50%
- Next $2 million: 1.25%
- Next $3 million: 1.00%
- Next $10 million: 0.75%
- Above $20 million: Negotiable
- Fixed Income Portfolio:
- First $5 million: 1.25%
- Next $2 million: 1.00%
- Next $3 million: 0.75%
- Next $10 million: 0.50%
- Above $20 million: Negotiable
Advisory Accounts:
- Equity /Balanced Portfolio:
- First $5 million: 2.00%
- Next $2 million: 1.75%
- Next $3 million: 1.50%
- Next $10 million: 1.25%
- Above $20 million: 1.00%
- Fixed Income Portfolio:
- First $5 million: 1.50%
- Next $2 million: 1.25%
- Next $3 million: 1.00%
- Next $10 million: 0.75%
- Above $20 million: 0.25%
The fees are negotiable and may vary depending on the client's circumstances.
Location
630 Third Avenue, 21st Floor, New York, NY, 10017
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Connective Portfolio Management, LLC
State Registrations1 state
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