Ethan Michael Schmidt
Advisor at Rothschild Wealth LLC — Oakbrook, IL
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
CFP®, Series 66
Experience Industry experience
9 years
Location
Oakbrook, IL 60523
Rothschild Wealth LLC
Team
Ethan Schmidt is a CFP® with nine years of industry experience, currently advising clients at Rothschild Wealth LLC. His prior roles include positions at AlphaCore Capital LLC, Catalyst Wealth Management, and Bank of America, N.A. He holds a Series 66 license. Rothschild Wealth LLC serves individuals, high-net-worth clients, corporate executive groups, trusts, pension and profit-sharing plans, and other institutional and tax-exempt entities. The firm offers comprehensive financial planning and portfolio management services, utilizing asset-allocation models and quantitative tools to tailor investment strategies to client objectives and risk profiles.
Based on Rothschild Wealth LLC
Based on Rothschild Wealth LLC
Financial planning fixed fees negotiated based on complexity.
$0 - $250,000: 1.25% $250,001 - $1,000,000: 1.15% $1,000,001 - $3,000,000: 1.05% $3,000,001 - $5,000,000: 0.95% $5,000,001 - $10,000,000: 0.85% $10,000,001 - Negotiable: Negotiable
Advisory professionals may receive commissions for sale of securities and insurance products through affiliated broker-dealer.
Financial planning fees billed at $400 per hour.
Performance-based fees charged to qualified clients investing in the private fund as described in fund offering documents.
Ongoing financial planning consulting on annual retainer basis, billed quarterly in advance.
Account minimum: $100,000 Minimum fee: Minimum annual fee of $10,000 for institutional clients (minimum account size approximately $1,000,000) Fee-only: Financial planning fees: $400 per hour or fixed fee negotiated; ongoing financial planning on annual retainer basis, billed quarterly in advance.
Oakbrook, IL
700 Commerce Drive, Suite 170
Oakbrook IL 60523
Advisors at this office
24
Illinois
9 years of industry experience
Rothschild Investment, LLC
2024 - Present • 2 years
Oak Brook, IL
Rothschild Wealth LLC
2024 - Present • 2 years
Oak Brook, IL
Unemployed
2024 - 2024 • 1 year
Denver, CO
AlphaCore Capital LLC
2023 - 2024 • 1 year
La Jolla, CA
Catalyst Wealth Management
2019 - 2023 • 4 years
Northbrook, IL
The Leaders Group, Inc.
2019 - 2023 • 4 years
Littleton, CO
Schmidt Financial Group
2019 - 2023 • 4 years
Northbrook, IL
Bank of America, N.A.
2016 - 2019 • 3 years
Chandler, AZ
Merrill Lynch, Pierce, Fenner & Smith, Inc.
2016 - 2019 • 3 years
Chandler, AZ
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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