Roderick Fertig is a registered investment advisor at Alpha Dna Investment Management, based in Columbia, MD, with 4 years of industry experience. Roderick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 26 clients with $210M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee is negotiable depending on the type and complexity of asset management services provided.
Fee Estimator
Location
8860 Columbia 100 Parkway, Suite 301, Columbia, MD, 21045
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Alpha Dna Investment Management
State Registrations1 state
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