Jonathan Samuel Kruger
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
ChFC®, Series 63, Series 66
Experience Industry experience
38 years
Location
Oakbrook, IL 60523
Rothschild Wealth LLC
Team
Jonathan Kruger is a ChFC® with 38 years of industry experience, currently serving as an advisor at Rothschild Wealth LLC since 2019. His prior experience includes roles at Halo Securities LLC, Proequities Inc, Protective Life Insurance Company, and Pacific Select Distributors. Rothschild Wealth LLC provides investment advisory and financial planning services to individuals, corporate executives, trusts, retirement plans, and institutional clients. The firm employs asset-allocation models informed by quantitative analysis and client questionnaires, offering portfolio management, financial planning, and retirement consulting through a combination of mutual funds, ETFs, individual securities, and external sub-advisers.
Based on Rothschild Wealth LLC
Based on Rothschild Wealth LLC
Fixed financial planning fees mutually agreed upon 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% Over $10,000,000+: Negotiable
Some advisory professionals may earn commissions on securities and insurance product sales (commission-based compensation)
Financial planning fees billed at $400 per hour
Performance-based fees charged only to qualified private fund clients per fund offering documents
Ongoing financial planning annual retainer fees, billed quarterly in advance
Account minimum: $100,000 Minimum fee: Minimum annual fee of $10,000 for institutional clients, equating to $1,000,000 minimum account size Fee-only: Hourly financial planning at $400/hour or fixed fee arrangements agreed upon with client
Oakbrook, IL
700 Commerce Drive, Suite 170
Oakbrook IL 60523
Advisors at this office
25
Illinois
38 years of industry experience
Rothschild Wealth, LLC
2019 - Present • 7 years
Oakbrook Terrace, IL
Halo Securities LLC
2019 - 2023 • 4 years
Oak Brook, IL
Unemployed
2019 - 2019 • 1 year
Oakbrook Terrace, IL
Proequities Inc
2017 - 2019 • 2 years
Oakbrook Terrace, IL
Protective Life Insurance Company
2017 - 2019 • 2 years
Oakbrook Terrace, IL
SELF EMPLOYED
2017 - 2017 • 1 year
Oakbrook Terrace, IL
Pacific Select Distributors
2010 - 2017 • 7 years
Newport Beach, CA
Pacific Life Insurance
2010 - 2017 • 7 years
Chicago, IL
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
A bankruptcy, a compromise with creditors (such as a short sale) or a brokerage liquidation.
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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