Advisor at ARTAIS Capital Management, LLC
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Firm
ARTAIS Capital Management, LLC
Location
Lewes, DE
Credentials
Series 63, Series 65
Industry experience
24 years
John Rothe is the sole advisor at ARTAIS Capital Management, LLC in Lewes, Delaware, holding Series 63 and Series 65 registrations with 24 years of industry experience. He has worked at ARTAIS Capital Management since 2006. ARTAIS Capital Management provides ongoing portfolio management and project-based financial planning to individuals, including high net worth clients, corporate entities, trusts, estates, and charitable organizations. The firm combines fundamental, technical, cyclical, and charting analysis to construct portfolios and offers both research-driven model portfolios and individualized management, with a notable emphasis on non-discretionary assets and serving institutional-type clients alongside individual households.
Based on ARTAIS Capital Management, LLC
Fixed fee for financial planning services ranging from $500 to $3,500, negotiable
Up to 2% annually, negotiable
Account minimum: $250,000
Lewes, DE
Delaware · Maryland · Virginia
ARTAIS Capital Management, LLC
2006 - Present (20 years)
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Is not active or affiliated with:
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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