Sean Condon
Sean Condon is a CFP-designated registered investment advisor at Rothschild Wealth LLC, based in Oakbrook, IL, with 16 years of industry experience. 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
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 for assets over $10,000,000 are negotiable. Sub-adviser fees may be in addition to Rothschild Wealth's fee.
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 →Other Business Activities
Sean works as a contractual freelance writer for Mintel International Group, dedicating a few hours per week to this activity.
Employment History
Current Registrations
Rothschild Wealth LLC
Previous Registrations
Perritt Capital Management INC
Perritt Capital Management INC
State Registrations1 state
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
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