Jack Rafferty
Advisor at Rothschild Wealth LLC
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.
Advisor at Rothschild Wealth LLC
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.
Location
Oakbrook, IL 60523
Credentials
CFP®, Series 65
Industry experience
3 years
Jack Rafferty is a CFP® and Series 65-licensed advisor with Rothschild Wealth LLC, based in Oakbrook, IL. He has two years of industry experience, including roles at Sentinus, LLC and Wipfli Financial Advisors/Creative Planning. Rothschild Wealth serves individuals, high-net-worth clients, corporate executive groups, retirement plans, trusts, foundations, and other institutional clients by providing portfolio management, financial planning, and retirement and investment consulting. The firm uses both quantitative and qualitative analysis to implement asset-allocation models tailored to tax, estate, cash-flow, and risk considerations.
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.
700 Commerce Drive, Suite 170
Oakbrook, IL 60523
Illinois
Rothschild Wealth LLC
2024 - Present (2 years)
Wipfli Financial Advisors/Creative Planning
2022 - 2024 (2 years)
Menards
2021 - 2021 (1 year)
William Blair
2020 - 2020 (1 year)
University of Kansas
2018 - 2022 (4 years)
Potbelly
2016 - 2017 (1 year)
Waubonsie Valley High School
2014 - 2018 (4 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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Is not active or affiliated with:
Bank
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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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