Rothschild Capital Partners manages investment portfolios for high-net-worth individuals, charitable organizations, individual retirement accounts, and trusts. They also offer wealth planning and consulting services, including divorce wealth planning, income planning, cash flow analysis, saving needs, future state analysis, and budgeting. Investment decisions for separately managed accounts are made by the SMA Managers.
Fee Structure
Rothschild Capital Partners manages investment portfolios for clients through separately managed accounts. The annual management fee is typically between 0.875% and 1% of the value of the account. Legacy SMA clients may receive a discount. Fees are billed quarterly, in advance. Clients also pay for custodian fees and trading-related expenses.