Lisa Bussenger
Lisa Bussenger is a registered investment advisor at Rothschild Wealth LLC, based in Deer Park,, 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
21925 Field Parkway, Suite 205, Deer Park,, IL, 60010
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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 ActivitiesSells Insurance
Lisa is the owner of Bussenger Insurance & Financial Services, LLC since 2007. She dedicates nearly full-time hours to this investment-related activity.
Employment History
Current Registrations
Rothschild Wealth LLC
Previous Registrations
Kinetic Investment Management, INC.
Global Financial Private Capital, LLC
Horter Investment Management, LLC
State Registrations1 state
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