JK
ChFC

Jonathan Samuel Kruger

37 Years of Experience

Firm Information

Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Number of Advisors
31 advisors
Number of Clients
1,047 clients
Average Client Portfolio
$2.2M average
Assets Under Management
$2.3B

Fee Structure

AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $3.0M1.25%
$3.0M - $7.0M1.00%
$7.0M - $15.0M0.75%
$15M+0.50%

Fees may be negotiable on a client-by-client basis.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Hourly Rate:$400 - $500/hr

Investment advisory fees are based on a percentage of assets under management, ranging from 0.25% to 1.50% annually. Fees are usually charged monthly or quarterly in advance. Stand-alone financial planning services are available at an hourly rate of $400 to $500, depending on the complexity and scope of work. Retirement plan consulting services are also offered, with fees ranging from 0.10% to 1.25% of plan assets or an hourly fee of $300-$1,200.

Areas of Practice
Investment ManagementRetirement PlanningHigh Net WorthBusiness Owners
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Advisor Information

Office location

700 Commerce Drive, Suite 170, Oakbrook, IL, 60523

Get directions
Regulatory History (2)
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Financial
October 2018
Final
Financial
January 2016
Final
Other Business Activities

Jonathan is an advisor at Rothschild Wealth, LLC, an affiliated RIA. This activity takes nearly full-time.

Employment History
Current Registrations
Rothschild Investment LLC Broker
June 2024 - Present · 1 yr 7 mos
Rothschild Wealth LLC
June 2019 - Present · 6 yrs 7 mos
Previous Registrations
Halo Securities, LLCBroker
May 2019 - August 2023 · 4 yrs 3 mos
Proequities, INC.Broker
December 2017 - March 2019 · 1 yr 3 mos
Pacific Select Distributors, LLCBroker
December 2010 - January 2017 · 6 yrs 1 mo
Hartford Equity Sales Company INC.Broker
May 2010 - December 2010 · 7 mos
AXA Distributors, LLCBroker
March 2005 - June 2009 · 4 yrs 3 mos
Mony Securities CorporationBroker
May 2002 - April 2005 · 2 yrs 11 mos
Signator Investors, INC.Broker
January 2002 - March 2002 · 2 mos
John Hancock Funds, INC.Broker
October 2000 - January 2002 · 1 yr 3 mos
Manequity, INC.Broker
February 1998 - March 2000 · 2 yrs 1 mo
Nylife Securities INC.Broker
July 1991 - January 1998 · 6 yrs 6 mos
Guardian Investor Services CorporationBroker
April 1990 - June 1991 · 1 yr 2 mos
Sheen Financial Resources, INC.Broker
February 1990 - February 1990 · 0 mos
Mutual Service CorporationBroker
March 1989 - February 1990 · 11 mos
Lowry Financial Services CorporationBroker
May 1988 - March 1989 · 10 mos
Korn, Womack, Stern and Associates, INC.Broker
February 1988 - May 1988 · 3 mos
Guardian Investor Services CorporationBroker
October 1985 - February 1988 · 2 yrs 4 mos
State Registrations1 state
IL
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Jonathan Samuel Kruger - Financial Advisor | AdvisorDiscover