| Assets Under Management | Annual Fee |
|---|---|
| Up to $3.0M | 1.25% |
| $3.0M - $7.0M | 1.00% |
| $7.0M - $15.0M | 0.75% |
| $15M+ | 0.50% |
Fees may be negotiable on a client-by-client basis.
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.
700 Commerce Drive, Suite 170, Oakbrook, IL, 60523
Get directionsJonathan is an advisor at Rothschild Wealth, LLC, an affiliated RIA. This activity takes nearly full-time.