Evan Rothschild is a CFA, CFP-designated registered investment advisor at Focus Partners Wealth, LLC, based in Walnut Creek, CA, with 13 years of industry experience. Evan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 62,466 clients with $180B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Focus Partners' fees for investment management are based on a percentage of the assets they manage for you. These fees are negotiable and can vary depending on factors like the amount you invest, the services you need, and where the client relationship originated. Clients typically pay a minimum fee of $5,000. For certain client relationships, a fixed fee rate is charged on a quarterly basis, in advance or in arrears, in place of the percentage of assets under management/advisement.
Location
1646 N. California Blvd., Suite 320, Walnut Creek, CA, 94596
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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.
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Evan is a member of the investment committee for Jade PTC LLC, a limited liability and private trust company. He spends minimal time participating in discussions regarding investment opportunities and decisions.
Employment History
Current Registrations
Focus Partners Wealth, LLC
Previous Registrations
Adero Partners, LLC
Morgan Stanley
Morgan StanleyBroker
Founders Asset Management LLC
State Registrations1 state
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.