Bart Bonga is a registered investment advisor at Rothschild Investment, based in Chicago, IL, with 29 years of industry experience. Bart operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 2 more. Their firm serves 1,047 clients with $2.3B in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
32 advisors
Number of Clients
1,047 clients
Average Client Portfolio
$2.2M average
Assets Under Management
$2.3B
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | 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.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
311 S. Wacker Drive, Suite 5900, Chicago, IL, 60606-6618
Get directionsHistory
Regulatory History (1)
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Regulatory
July 2008Final
Employment History
Current Registrations
Rothschild Investment
September 1996 - Present · 29 yrs 7 mos
Rothschild Investment LLCBroker
September 1996 - Present · 29 yrs 7 mos
State Registrations35 states
ARAZCACOCTFLGAIAILINKSKYMAMEMIMNMOMSNCNENJNVNYOHOKORPASCSDTNTXUTVAWAWI
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.