Andrew Atseff is a registered investment advisor at Rothschild Investment, based in Oakbrook, IL, with 21 years of industry experience. Andrew 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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
Location
700 Commerce Drive, Suite 170, Oakbrook, IL, 60523
Get directionsHistory
Regulatory 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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Andrew is a life and health insurance agent and a registered representative with Rothschild Investments LLC since June 2024. He is also a managing director with Rothschild Wealth LLC since June 2012.
Employment History
Current Registrations
Rothschild Investment LLCBroker
Rothschild Wealth LLC
Previous Registrations
Halo Securities, LLCBroker
World Equity Group, INC.Broker
World Equity Group, INC.
Sentinus, LLC
Ausdal Financial Partners, INC.Broker
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
Lincoln Financial Advisors Corporation
State Registrations1 state
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