Rothschild and Co. Wealth Management Uk Limited Fees & Minimum

Overview

Total Firm Assets: $28.5 billion
Average High-Net-Worth Client Portfolio Size: $2.6 million
Stated Minimum Account Size: $10,000,000

Fee Disclosure

Source: ROTHSCHILD & CO WM UK LTD FORM ADV PART 2A (2026-03-30) · View brochure text

Min	Max	Disclosed Annual Rate
$0	and above	1.00%

Estimated Annual Advisory Fees

Portfolio Value	Estimated Annual Fee	Effective Fee Rate
$1 million	Below minimum client size
$5 million	Below minimum client size
$10 million	$100,000	1.00%
$50 million	$500,000	1.00%
$100 million	$1,000,000	1.00%

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets: 38.39%
Number of High-Net-Worth Clients: 4,220
Total Client Accounts: 4,441
Discretionary Accounts: 4,426
Non-Discretionary Accounts: 15

Services Offered

Services: Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients

Regulatory Filings

SEC CRD Number: 158022

ROTHSCHILD & CO WM UK LTD FORM ADV PART 2A (2026-03-30) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

Frequently Asked Questions

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Rothschild and Co. Wealth Management Uk Limited