Howard Rothman
Howard Rothman is a registered investment advisor at Tritonpoint Wealth, LLC, based in Chevy Chase, MD, with 15 years of industry experience. Howard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 409 clients with $1.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
TritonPoint Wealth offers wealth management services for an annual fee based on the value of your portfolio. This fee ranges from 0.25% to 1.50% depending on the size and composition of your portfolio, the services provided, and who is providing the services. The fee is charged quarterly, in advance. TPW also uses Dynasty's platform, which has its own fees.
Location
5404 Wisconsin Ave, Ste. 330, Chevy Chase, MD, 20815
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Regulatory History (2)
Regulatory
August 2023Regulatory
July 2023Employment History
Current Registrations
Tritonpoint Wealth, LLC
Previous Registrations
J.P. Morgan Securities LLCBroker
J.P. Morgan Securities LLC
UBS Financial Services INC.
UBS Financial Services INC.Broker
Morgan Stanley Smith BarneyBroker
Morgan Stanley Smith Barney 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.