Rothman Investment Management provides discretionary and non-discretionary portfolio management, comprehensive financial planning, hourly consulting, and ongoing financial coaching. The firm builds tailored portfolios primarily using exchange-traded funds, mutual funds, individual securities, real estate funds, and private investments based on each client's goals and risk tolerance. As a registered investment advisor, the firm is legally required to act in your best interest. The principal owner is Jacob Rothman, and Larson Patty is a minority partner.
Assets Under Management$100M
Clients140
Advisors2
Avg. per Client$750K
Avg. per Advisor$52M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Subject to a $5,000 annual minimum portfolio management fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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