Rothschild Investment LLC is an independent wealth management firm established in 1908, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm tailors its services to individuals, high-net-worth clients, families, corporate executive groups, trusts, estates, and retirement plans. Rothschild Investment uses a variety of investment strategies—including asset allocation models, mutual funds, exchange-traded funds, individual equities, fixed income securities, and third-party sub-advisers—to align with each client's specific financial situation, time horizon, and risk tolerance. In addition to personal wealth management, the firm provides institutional retirement plan consulting, corporate executive services, and manages a private investment fund for qualified clients.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.25% |
| $3.0M - $7.0M | 1.00% |
| $7.0M - $15.0M | 0.75% |
| $15M+ | 0.50% |
Fees are negotiable and generally based on the size and complexity of the client relationship. The firm may group related client accounts for householding breakpoints.