Assets Under Management
$2.3B
Number of Clients
1,047
Number of Advisors
31
Average Client AUM
$2.2M
AUM per Advisor
$74.5M
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Rothschild Investment LLC, established in 1908, specializes in personalized asset management services for professionals, business owners, and their retirement funds. They focus on establishing long-term investment objectives, balancing equity and fixed-income investments, and striving for positive total returns while protecting the real value of client assets.
| 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.
311 South Wacker Drive, Suite 5900, Chicago, IL, 60606-6677