Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $1.0M | 1.15% |
| $1.0M - $3.0M | 1.05% |
| $3.0M - $5.0M | 0.95% |
| $5.0M - $10.0M | 0.85% |
| $10M+ | 0.85% |
Fees negotiable for accounts over $10,000,000.
Fee Estimator
Rothschild Wealth charges an annual fee based on a percentage of your assets under management. For managed assets, fees range from 1.25% on the first $250,000 to 0.85% for assets between $5,000,001 and $10,000,000; fees are negotiable above $10,000,000. The firm generally requires a minimum account value of $100,000. Financial planning is offered at $400 per hour or a fixed fee. For institutional asset management, fees range from 0.10% to 1.00% of assets under advisement and are negotiable, with a minimum annual fee of $10,000.
Areas of Practice
Advisor Information
Office location
311 S. Wacker Drive, Suite 5900, Chicago, IL, 60606-6618
Get directionsRegulatory History
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