DS
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Dale Siligmueller
30 Years of Experience
1 DisclosureMay Earn Commission
Dale Siligmueller is a registered investment advisor at Rothschild Wealth LLC, based in Oakbrook, IL, with 30 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
25 advisors
Number of Clients
1,031 clients
Average Client Portfolio
$729K average
Assets Under Management
$751.1M
Fee Structure
Minimum Investment:$100K
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
700 Commerce Drive, Suite 170, Oakbrook, IL, 60523
Get directionsHistory
Regulatory History (1)
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Regulatory
May 1990Final
Employment History
Current Registrations
Rothschild Wealth LLC
October 2025 - Present · 6 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
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.