AA

Andrew Craig Atseff

21 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

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Regulatory History (1)
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Judgment / Lien
April 2017
Other Business ActivitiesSells Insurance

Andrew is a life and health insurance agent and a registered representative with Rothschild Investments LLC since June 2024. He is also a managing director with Rothschild Wealth LLC since June 2012.

Employment History
Current Registrations
Rothschild Investment LLC Broker
July 2024 - Present · 1 yr 6 mos
Rothschild Wealth LLC
June 2012 - Present · 13 yrs 7 mos
Previous Registrations
Halo Securities, LLCBroker
March 2017 - August 2023 · 6 yrs 5 mos
World Equity Group, INC. Broker
March 2014 - March 2017 · 3 yrs
World Equity Group, INC.
March 2014 - March 2017 · 3 yrs
Sentinus, LLC
June 2012 - December 2017 · 5 yrs 6 mos
Ausdal Financial Partners, INC. Broker
June 2012 - March 2014 · 1 yr 9 mos
Lincoln Financial Advisors CorporationBroker
November 2004 - June 2012 · 7 yrs 7 mos
The Lincoln National Life Insurance CompanyBroker
November 2004 - May 2006 · 1 yr 6 mos
Lincoln Financial Advisors Corporation
November 2004 - June 2012 · 7 yrs 7 mos
State Registrations1 state
IL
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Andrew Craig Atseff - Financial Advisor | AdvisorDiscover