Daniel Knapp
Daniel Knapp is a registered investment advisor at Rothschild Wealth LLC, based in Oakbrook, IL, with 5 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
700 Commerce Drive, Suite 170, Oakbrook, IL, 60523
Get directionsHistory
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 →Employment History
Current Registrations
Rothschild Wealth LLC
State Registrations1 state
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
More Advisors
- Jack Rafferty, CFPRothschild Wealth LLC
- Steven Norvid, CFARothschild Wealth LLC
- Sean Condon, CFPRothschild Wealth LLC
- Michael Adler, CFPRothschild Wealth LLC
- Ramesh Poola, CFACreative Planning
- Joseph Sutton, CFPWells Fargo Advisors