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 $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.
Fee Estimator
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
Advisor Information
Office location
700 Commerce Drive, Suite 170, Oakbrook, IL, 60523
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Curtis is the COO/CFO of Rothschild Wealth LLC since 2015 and CFO/CCO of Rothschild Investment, LLC since 2023. Both roles are investment-related.