Jacqueline Sedlak is a registered investment advisor at Rothschild Wealth LLC, based in Chicago, IL, with 14 years of industry experience. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 1,031 clients with $750M 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 $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
Location
311 S. Wacker Drive, Suite 5900, Chicago, IL, 60606-6618
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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 →Employment History
Current Registrations
Rothschild Wealth LLC
Rothschild Investment
Rothschild Investment LLCBroker
Previous Registrations
Hightower Advisors, LLC
Hightower Securities, LLCBroker
William Blair & Company L.L.C.
William BlairBroker
Great Lakes Advisors, LLC
Wintrust Investments
Wintrust Investments LLCBroker
B. C. Ziegler and CompanyBroker
State Registrations1 state
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