BB
BB
Bart Bonga is a registered investment advisor at Rothschild Wealth LLC, based in Chicago, IL, with 30 years of industry experience. Bart is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Corporate Executives, Estate Planning, High Net Worth, and 4 more. Their firm serves 3,656 clients with $1.7B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
30 advisors
Number of Clients
3,656 clients
Average Client Portfolio
$464K average
Assets Under Management
$1.7B
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
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 for assets over $10,000,000 are negotiable. Sub-adviser fees may be in addition to Rothschild Wealth's fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
311 S. Wacker Drive, Suite 5900, Chicago, IL, 60606-6618
Get directionsHistory
Regulatory History (1)
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Regulatory
July 2008Final
Employment History
Current Registrations
Rothschild Wealth LLC
August 2026 - Present · 2 mos
Rothschild Investment
September 1996 - Present · 30 yrs 1 mo
Rothschild Investment LLCBroker
September 1996 - Present · 30 yrs 1 mo
State Registrations35 states
ARAZCACOCTFLGAIAILINKSKYMAMEMIMNMOMSNCNENJNVNYOHOKORPASCSDTNTXUTVAWAWI
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.
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