Steven Richard Mc Gowan
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®, CFA®, Series 65, Series 63
Experience Industry experience
11 years
Location
Oakbrook, IL 60523
Rothschild Wealth LLC
Team
Steven Mc Gowan is a CFP® and CFA® credentialed financial advisor with 11 years of industry experience. He is currently with Rothschild Wealth LLC and has prior experience at Wealth Enhancement Group, LPL Financial, and CLA Financial Advisors. Mc Gowan also provides investment brokerage services through Rothschild Investment, LLC. Rothschild Wealth LLC advises individuals, high-net-worth clients, corporate executives, trusts, pension and profit-sharing plans, and other institutional and tax-exempt entities. The firm utilizes asset-allocation models tailored to client objectives and employs a range of investment vehicles and tools, including third-party software and sub-advisers, to implement and monitor portfolio strategies.
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
11 years of industry experience
Rothschild Wealth, LLC
2025 - Present • 1 year
Oak Brook, IL
Wealth Enhancement Brokerage Services
2018 - 2025 • 7 years
Plymouth, MN
LPL Financial
2018 - 2025 • 7 years
Northbrook, IL
Wealth Enhancement Advisory Services
2017 - 2025 • 8 years
Plymouth, MN
Wealth Enhancement Group
2017 - 2025 • 8 years
Plymouth, MN
CLA Financial Advisors, LLC
2015 - 2017 • 2 years
Northbrook, IL
MD Financial Advisors / Vestment Financial
2015 - 2015 • 1 year
Chanhassen, MN
MD Financial Advisors / Vestment Financial
2014 - 2014 • 1 year
Chanhassen, MN
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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