Rothschild and CO Wealth Management UK Limited
Commission-BasedFee-Only (% of Portfolio)
Rothschild & Co Wealth Management UK Limited offers investment advisory services on a discretionary basis to individuals, their connected structures, and private funds. Each client's assets are managed in a separate account. Rothschild & Co invests in common stocks, bonds, and ETFs. Investment strategies are customized based on the client's individual preferences, circumstances, and tax requirements.
Assets Under Management$24B
Clients4,099
AdvisorsN/A
Avg. per Client$6M
Avg. per AdvisorN/A
www.rothschildandco.com ·www.linkedin.com/company/rothschildandco ·instagram.com/rothschildandco?utm_medium=copy_link
Fee Structure
Minimum Investment:$6.5M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable and may be adjusted upwards or downwards at Rothschild & Co's discretion.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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