Eric Rohtla
Eric Rohtla is a CFP-designated registered investment advisor at Passive Capital Management, LLC, based in Huntingdon Valley, PA, with 4 years of industry experience. Eric operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 424 clients with $1B 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 $1.0M | 0.80% |
| $1.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.40% |
| $10M+ | 0.20% |
Fees are negotiable based on previous relationships with investment adviser representatives, additional business opportunities, family relationships, and other factors.
Fee Estimator
Location
1800 Byberry Road, Suite 1405, Huntingdon Valley, PA, 19006
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 →Employment History
Current Registrations
Passive Capital Management, LLC
Previous Registrations
Vanguard Marketing CorporationBroker
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.
Exams
More Advisors
- Jacob Asplundh, CFPPassive Capital Management, LLC
- Jeffrey Dowds, CFP, PFSCreative Planning
- Glenn Hansen, CFPKestra Advisory Services, LLC
- Dylan Hansen, CFPKestra Advisory Services, LLC
- James Spindler, CFPSummit Investment Advisory Group LLC
- Daniel Glod, CFP, ChFCStone Fortress Wealth Strategies