DS

Dale Scott Siligmueller

29 Years of Experience

Firm Information

Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Number of Advisors
22 advisors
Number of Clients
1,031 clients
Average Client Portfolio
$729K average
Assets Under Management
$751.1M

Fee Structure

Minimum Investment:$100K
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $250K1.25%
$250K - $1.0M1.15%
$1.0M - $3.0M1.05%
$3.0M - $5.0M0.95%
$5.0M - $10.0M0.85%
$10M+0.85%

Fees negotiable for accounts over $10,000,000.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Minimum Annual Fee:$10,000
Hourly Rate:$400/hr

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
Investment ManagementFinancial Planning & CoachingRetirement PlanningTax PlanningEstate PlanningBusiness OwnersHigh Net Worth
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Advisor Information

Office location

586 Duane St., Suite 202, Glen Ellyn, IL, 60137

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Regulatory History (1)
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Regulatory
May 1990
Final
Employment History
Current Registrations
Rothschild Wealth LLC
October 2025 - Present · 3 mos
Previous Registrations
Siligmueller & Norvid Wealth Advisors LLC
November 2012 - November 2025 · 13 yrs
Kemper Distributors, INC.Broker
February 1995 - April 1998 · 3 yrs 2 mos
Selected Financial Services, INC.Broker
December 1991 - October 1993 · 1 yr 10 mos
Kemper Securities Group, INC.Broker
May 1990 - August 1990 · 3 mos
Investors Brokerage Services, INC.Broker
November 1986 - August 1995 · 8 yrs 9 mos
Kemper Financial Services, INC.Broker
June 1981 - February 1995 · 13 yrs 8 mos
State Registrations1 state
IL
Advisor
Exams
No exam information available for this advisor.