Rothschild Wealth LLC
Assets Under Management
$751.1M
Number of Clients
1,031
Number of Advisors
22
Average Client AUM
$729K
AUM per Advisor
$34.1M
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
About This Firm
Rothschild Wealth LLC offers financial planning, investment strategy, portfolio management, tax preparation, and estate planning services to individuals, high-net-worth individuals, corporate executives, trusts, corporations, pension and profit sharing plans, and other entities. Services are tailored to client needs and objectives.
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
Location
700 Commerce Drive, Suite 170, Oakbrook, IL, 60523