Andrew Atseff
Andrew Atseff is a registered investment advisor at Rothschild Investment, based in Oakbrook, IL, with 21 years of industry experience. Andrew 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 3 more. Their firm serves 1,246 clients with $2.8B 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 are negotiable and generally based on the size and complexity of the client relationship. The firm may group related client accounts for householding breakpoints.
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
Andrew is a life and health insurance agent and a registered representative with Rothschild Investments LLC since June 2024. He is also a managing director with Rothschild Wealth LLC since June 2012.
Employment History
Current Registrations
Rothschild Investment LLCBroker
Rothschild Wealth LLC
Previous Registrations
Halo Securities, LLCBroker
World Equity Group, INC.Broker
World Equity Group, INC.
Sentinus, LLC
Ausdal Financial Partners, INC.Broker
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
Lincoln Financial Advisors Corporation
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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