AR
CFP
AR
CFP

Arthur Rothschild

34 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
21 advisors
Number of Clients
1,771 clients
Average Client Portfolio
$974K average
Assets Under Management
$1.7B

Fee Structure

Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.00%
$1.0M - $2.5M0.80%
$2.5M - $5.0M0.60%
$5M+0.50%

Fees may be negotiable and vary based on account type, securities, value, trading activity, and required expertise.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

411 E. Wisconsin Ave, Milwaukee, WI, 53202

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Arthur is a licensed insurance agent in Wisconsin and services insurance and annuity contracts for Landaas & Company clients as part of his normal duties. He does not conduct insurance activities outside of Landaas & Company's normal business hours.

Employment History
Current Registrations
Landaas & Company
March 2000 - Present · 26 yrs
Landaas & Company
November 1999 - Present · 26 yrs 4 mos
Landaas & CompanyBroker
November 1999 - Present · 26 yrs 4 mos
Previous Registrations
First Securities CorporationBroker
July 1992 - November 2000 · 8 yrs 4 mos
Robert W. Baird & CO. IncorporatedBroker
September 1991 - July 1992 · 10 mos
Northwestern Mutual Investment Services, INC.Broker
August 1991 - July 1992 · 11 mos
State Registrations32 states
ALARAZCACODEFLGAHIIAILINKSKYLAMDMIMNMONCNJNVNYOKPASCTNTXVAWAWIWY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Arthur Rothschild - Financial Advisor | TrueAdvisor