Joshua Rothe is a registered investment advisor at Skba Capital Management, LLC, based in San Francisco, CA, with 21 years of industry experience. Joshua operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 23 clients with $730M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
SKBA Capital Management charges a percentage of your portfolio's value each year for investment management. The specific percentage depends on the type of account (equity or fixed income) and the amount invested. Fees are negotiable but generally will not exceed 1% per year.
For equity accounts:
- 1.00% on the first $2 million
- 0.85% on the next $3 million
- 0.50% on the next $20 million
For accounts over $25 million, the fee decreases further.
For fixed income accounts:
- 0.30% on the first $3 million
- 0.25% on the next $12 million
- 0.20% on the next $10 million
For accounts over $25 million, the fee decreases further.
Location
601 California St., Suite 1500, San Francisco, CA, 94108-2805
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Skba Capital Management, LLC
State Registrations1 state
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