Rothschild Investment
Assets Under Management
$2.3B
Number of Clients
1,047
Number of Advisors
31
Average Client AUM
$2.2M
AUM per Advisor
$74.5M
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
About This Firm
Rothschild Investment LLC, established in 1908, offers personalized asset management services to professionals, business owners, and their retirement funds. The firm focuses on long-term investment objectives, balancing equity and fixed-income investments to enhance and protect the real value of client assets. They manage accounts on a discretionary or non-discretionary basis.
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
Location
311 South Wacker Drive, Suite 5900, Chicago, IL, 60606-6677