Harrison Mcquaig is a CFP-designated registered investment advisor at Rothschild Capital Partners, based in Washington, DC. Harrison operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 70 clients with $470M 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% |
Typically between 0.875% and 1.0% of assets annually. Fees are negotiable and the firm reserves the right to discount the fee schedule.
Fee Estimator
Location
Washington, DC
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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 →Employment History
Current Registrations
Rothschild Capital Partners
Previous Registrations
Bogart Wealth, LLC
State Registrations7 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
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