Jason Wood is a registered investment advisor at Rothschild Capital Partners, based in New York, NY, with 1 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching. Their firm serves 60 clients with $470M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Rothschild Capital Partners manages investment portfolios for clients through separately managed accounts. The annual management fee is typically between 0.875% and 1% of the value of the account. Legacy SMA clients may receive a discount. Fees are billed quarterly, in advance. Clients also pay for custodian fees and trading-related expenses.
Location
5 East 82nd Street, #3, New York, NY, 10028
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Rothschild Capital Partners
State Registrations7 states
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