Adam Cory Rothstein

RBC Capital Markets, LLC

15 Years of Experience

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Firm Information

RBC Capital Markets, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

3632 advisors

Number of Clients

293,703 clients

Average Client Portfolio

$885K average

Assets Under Management

$260.0B

Fee Structure

Financial Plan Fee:$1,000 - $20,000

Fees for RBC Financial Planning Services are negotiated and range from $1,000 to $20,000, but may exceed $20,000 in certain cases. The fees cover advice, development, and delivery of a financial plan. Fees are negotiable and may differ from client to client based on factors such as the service selected, scope of engagement, complexity, assets involved, and the extent that other RBC Specialists are engaged. Your Financial Advisor receives a percentage of the financial planning fees you pay.

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Areas of Practice

Retirement PlanningTax PlanningEstate PlanningCharitable GivingFinancial Planning & Coaching

Advisor Information

Office location

5355 Town Center Road, Suite 800, Boca Raton, FL, 33486

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Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.