Blair Rothstein
Blair Rothstein is a registered investment advisor at Register Financial Advisors, LLC, based in Atlanta, GA, with 22 years of industry experience. Blair operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 1 more. Their firm serves 433 clients with $490M 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 $250K | 2.50% |
| $250K - $500K | 2.00% |
| $500K - $1.0M | 1.80% |
| $1.0M - $2.0M | 1.50% |
| $2M+ | 1.50% |
Fees are negotiable for accounts above $2,000,001.
Fee Estimator
Location
3500 Lenox Road, Suite 1700, Atlanta, GA, 30326
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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.
Learn about disclosures →Other Business Activities
Blair is involved in several outside business activities, including Register Financial Advisors LLC (where he spends about half his time), real estate ventures through Blynkir, LLC and EMC Partnership No. 5, LLC, and serving on the boards/committees of Congregation Shearith Israel, Atlanta Jewish Foundation, and Woodward Academy. Blair is also a private investor in Park East Apartments LLC.
Employment History
Current Registrations
Register Financial Advisors, LLC
Register Financial Associates, INC.Broker
Previous Registrations
Register & Akers Investments, INC.
UBS Financial Services INC.
UBS Financial Services INC.Broker
State Registrations24 states
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