Rothamel Wealth Management offers investment management and financial planning services tailored to individual client needs. Services include ongoing portfolio supervision, financial planning, and retirement plan services. Rothamel Wealth Management uses various methods of analysis, including charting, cyclical, fundamental, and technical analysis, to formulate investment advice.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.35% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.5M | 1.10% |
| $2.5M+ | 1.00% |
Fees are negotiable based on various factors including the investment advisor representative providing the services, the type of client, the complexity of the client's situation, the composition of the client's account, the potential for additional account deposits, the relationship of the client with the investment advisor representative, and the total amount of assets under management for the client.