Steven Mcgowan is a CFA, CFP-designated registered investment advisor at Rothschild Wealth LLC, based in Oakbrook, IL, with 10 years of industry experience. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 1,031 clients with $750M 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 negotiable for accounts over $10,000,000.
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
Steven operates under the DBA Wealth Enhancement Group for his LPL business, dedicating full-time hours. He also provides investment advisory services through Wealth Enhancement Advisory Services (WEAS), an independent RIA, spending about half his time on this activity.
Employment History
Current Registrations
Rothschild Investment LLCBroker
Rothschild Wealth LLC
Previous Registrations
Wealth Enhancement Brokerage Services, LLCBroker
LPL Financial LLCBroker
Wealth Enhancement Advisory Services, LLC
Cla Financial Advisors, LLC
MD Financial / Vestment Financial
MD Financial / Vestment Financial
State Registrations1 state
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