Michael Adler is a CFP-designated registered investment advisor at Rothschild Wealth LLC, based in Oakbrook, 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
700 Commerce Drive, Suite 170, Oakbrook, IL, 60523
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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 LLCBroker
Previous Registrations
Goldman Sachs & CO. LLCBroker
Goldman Sachs Wealth Services, L.P.
Mercer Allied Company, L.P.Broker
State Registrations4 states
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