John
Dame
Rothschild Capital Partners
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About this Advisor
John Dame is a financial advisor based in Washington, D.C., working with Rothschild Capital Partners. John has previously held positions at the University Of Miami School Of Law, Indianapolis Colts, Georgetown University Law Center, Montgomery County Circuit Court, Feldman Jackson Pc, American Association Of Justice, Harvard Legal Aid Bureau, and Rothschild Capital Partners. John has passed the Series 65 regulatory exam and is registered to provide services in Florida, Illinois, Maryland, New Jersey, and New York. Currently, John is part of Rothschild Capital Partners, which operates out of Washington, D.C. The firm has 7 employees and manages assets totaling $351.3 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and portfolio management for pooled investment vehicles. The fee structure at Rothschild Capital Partners includes asset-based, hourly, and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Rothschild Capital Partners Brokerage Details
$351,295,209
7
69
$5,091,235
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
John Dame Work History
Rothschild Capital Partners
Feldman Jackson Pc
Montgomery County Circuit Court
N/A
American Association Of Justice
Harvard Legal Aid Bureau
Indianapolis Colts
Georgetown University Law Center
University Of Miami School Of Law
N/A
Disclosures
Please visit the SEC profile of John Dame to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Rothschild Capital Partners
Washington Dc, DC
Hollywood, FL
Potomac, MD
New York, NY
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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