Rothschild Investment provides personalized investment management services to individuals, families, and businesses. Rothschild works with professionals, business owners, and their retirement funds. Rothschild aims to establish long-term investment objectives for each client, balancing equity and fixed-income investments based on their needs and risk tolerance.
Assets Under Management$2.3B
Clients1,047
Advisors32
Avg. per Client$2.2M
Avg. per Advisor$72M
Fee Structure
Planning is included in investment management (also available separately)
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 may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
32 Advisors at this firm
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