Leonard Rodman is a registered investment advisor at Rothschild Capital Partners, based in Potomac, MD, with 1 years of industry experience. Leonard 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
Potomac, MD
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Rothschild Capital Partners
State Registrations7 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.