DS
DS

Dale Scott Siligmueller

29 Years of Experience
1 DisclosureMay Earn Commission
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningHigh Net Worth
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
22 advisors
Number of Clients
1,031 clients
Average Client Portfolio
$729K average
Assets Under Management
$751.1M

Fee Structure

Minimum Investment:$100K
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $250K1.25%
$250K - $1.0M1.15%
$1.0M - $3.0M1.05%
$3.0M - $5.0M0.95%
$5.0M - $10.0M0.85%
$10M+0.85%

Fees negotiable for accounts over $10,000,000.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

586 Duane St., Suite 202, Glen Ellyn, IL, 60137

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
May 1990
Final
Employment History
Current Registrations
Rothschild Wealth LLC
October 2025 - Present · 4 mos
Previous Registrations
Siligmueller & Norvid Wealth Advisors LLC
November 2012 - November 2025 · 13 yrs
Kemper Distributors, INC.Broker
February 1995 - April 1998 · 3 yrs 2 mos
Selected Financial Services, INC.Broker
December 1991 - October 1993 · 1 yr 10 mos
Kemper Securities Group, INC.Broker
May 1990 - August 1990 · 3 mos
Investors Brokerage Services, INC.Broker
November 1986 - August 1995 · 8 yrs 9 mos
Kemper Financial Services, INC.Broker
June 1981 - February 1995 · 13 yrs 8 mos
State Registrations1 state
IL
Advisor
Exams
No exam information available for this advisor.
Dale Scott Siligmueller - Financial Advisor | TrueAdvisor