Andrew Craig Atseff

Rothschild Investment

21 Years of Experience

1 DisclosureBrokerSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net WorthBusiness Owners

Rothschild Investment

Compensation

Commission-BasedFee-Only (AUM)Fixed/Hourly

Firm Size

31 advisors

Number of Clients

1,047 clients

Average Client Portfolio

$2.2M average

Assets Under Management

$2.3B

Fee Structure

Financial Planning:Investment management only

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.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

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Location

700 Commerce Drive, Suite 170, Oakbrook, IL, 60523

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History

Regulatory History (1)

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Judgment / Lien

April 2017

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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.