Tyler Qualio
Tyler Qualio is a CFP-designated registered investment advisor at Rothschild Investment, based in Oakbrook, IL, with 24 years of industry experience. Tyler operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 2 more. Their firm serves 1,047 clients with $2.3B 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 $3.0M | 1.25% |
| $3.0M - $7.0M | 1.00% |
| $7.0M - $15.0M | 0.75% |
| $15M+ | 0.50% |
Fees may be negotiable.
Fee Estimator
Location
700 Commerce Drive, Suite 170, Oakbrook, IL, 60523
Get directionsHistory
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 →Other Business ActivitiesSells Insurance
Tyler is a licensed insurance agent for life and health insurance. He also serves as a board member for the Will County Community Foundation, dedicating minimal time per month, and is an advisor at Rothschild Wealth LLC, spending nearly full-time hours focused on clients.
Employment History
Current Registrations
Rothschild Investment LLCBroker
Rothschild Wealth LLC
Previous Registrations
Halo Securities, LLCBroker
Sentinus, LLC
Ausdal Financial Partners, INC.Broker
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
State Registrations12 states
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.