| Assets Under Management | 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.
700 Commerce Drive, Suite 170, Oakbrook, IL, 60523
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Learn about disclosures →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.