Eva Booher is a CFA-designated registered investment advisor at Rookwood Wealth Management, LLC, based in Cinti, OH, with 13 years of industry experience. Eva operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, High Net Worth, Investment Management, Retirement Planning. Their firm serves 55 clients with $170M 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 - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Fees above $10,000,000 are negotiable.
Fee Estimator
Location
Cinti, OH
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Rookwood Wealth Management, LLC
State Registrations2 states
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