Britton Reynolds
Britton Reynolds is a registered investment advisor at Rothschild Wealth LLC, based in Monona, WI, with 15 years of industry experience. Their practice areas include Business Owners, Corporate Executives, Estate Planning, High Net Worth, and 4 more. Their firm serves 3,656 clients with $1.7B 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 | 1.25% |
| $250K - $1.0M | 1.15% |
| $1.0M - $3.0M | 1.05% |
| $3.0M - $5.0M | 0.95% |
| $5.0M - $10.0M | 0.85% |
| $10M+ | 0.85% |
Fees for assets over $10,000,000 are negotiable. Sub-adviser fees may be in addition to Rothschild Wealth's fee.
Fee Estimator
Location
Monona, WI
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 →Other Business Activities
Britton sells photographs, dedicating about 10-20% of his time. He is also a partner at AdvisorOp LLC, providing software solutions to RIAs, spending a few hours per week. Britton is also involved with lake associations and real estate management.
Employment History
Current Registrations
Rothschild Wealth LLC
Previous Registrations
Premise Capital, LLC
Sentinus, LLC
Lincoln Financial Advisors Corporation
State Registrations2 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.
Exams
More Advisors
- Julie Bass, ChFCState Farm Investment Management CORP.
- Nicholas Simonson, CFPCwm, LLC
- Kyle George, CFPLPL Financial LLC
- Michael Stickney, ChFCOsaic Wealth, INC.