Rothman Investment Management offers investment management based on individual client goals, investing in ETFs, stocks, mutual funds, and other securities. They also provide financial planning services including retirement, tax, estate, and philanthropy planning. Consulting and financial coaching are also available. As a registered investment advisor, Rothman Investment Management is legally required to act in your best interest.
Assets Under Management$55M
Clients111
Advisors2
Avg. per Client$490K
Avg. per Advisor$27M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Minimum Annual Fee:$3,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
RIM requires a minimum annual fee of $3,500 for portfolio management services. For account values below $350,000, this will equate to a fee greater than 1%.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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