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Kyle Depasquale

Rothschild Investment
16 Years of Experience
Oakbrook, IL
BrokerSells Insurance
View SEC Summary
View SEC Summary

Kyle Depasquale is a registered investment advisor at Rothschild Investment, based in Oakbrook, IL, with 16 years of industry experience. Kyle 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.

Rothschild Investment
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
31 advisors
Number of Clients
1,246 clients
Average Client Portfolio
$2.2M average
Assets Under Management
$2.8B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $3.0M1.25%
$3.0M - $7.0M1.00%
$7.0M - $15.0M0.75%
$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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

700 Commerce Drive, Suite 170, Oakbrook, IL, 60523

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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

Kyle is a registered representative with Rothschild Investments LLC since January 2024 and a partner/wealth planner with Rothschild Wealth LLC since September 2012. He also spends about 10-20% of his time on insurance sales through Sentinus Insurance Services.

Employment History
Current Registrations
Rothschild Investment LLCBroker
March 2024 - Present · 2 yrs 7 mos
Rothschild Wealth LLC
November 2012 - Present · 13 yrs 11 mos
Previous Registrations
Halo Securities, LLCBroker
August 2023 - December 2023 · 4 mos
Halo Securities, LLCBroker
April 2017 - August 2023 · 6 yrs 4 mos
Sentinus, LLC
November 2012 - December 2017 · 5 yrs 1 mo
Ausdal Financial Partners, INC.Broker
October 2012 - February 2017 · 4 yrs 4 mos
The Ayco Company,l.p.
June 2010 - August 2012 · 2 yrs 2 mos
Mercer Allied Company, L.P.Broker
March 2010 - August 2012 · 2 yrs 5 mos
State Registrations8 states
AZCAILKYNJNVORTX
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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