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
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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Connor works as a design analyst/portfolio specialist for Rothschild Wealth LLC and Rothschild Investment, LLC since February 2025. Both roles are investment-related.