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Michael Adler

Advisor at Rothschild Wealth LLC

Updated today

Location

Oakbrook, IL 60523

Credentials

CFP®, Series 66

Industry experience

14 years

About

Michael Adler is a CFP® with 14 years of industry experience, currently serving at Rothschild Wealth LLC and Rothschild Investment, LLC since 2025. He previously worked at Goldman Sachs & Co. LLC from 2021 to 2025 and The AYCO Company, L.P./Mercer Allied from 2010 to 2021. Mr. Adler is also a licensed insurance agent and registered representative, providing securities brokerage and insurance services on a commission basis. Rothschild Wealth serves individuals, high-net-worth clients, corporate executive groups, retirement plans, trusts, foundations, and other institutional clients, offering portfolio management, financial planning, and retirement and investment consulting. The firm employs a client-focused approach to asset allocation, utilizing quantitative and qualitative analysis along with ongoing portfolio monitoring.

Client services

Based on Rothschild Wealth LLC

Financial planning Portfolio management Selection of other advisers

Expertise

Based on Rothschild Wealth LLC

Retirement income strategy Tax strategies for small businesses Business exit / sale strategy Equity compensation tax strategy Active portfolio management

Occupation focus

Based on Rothschild Wealth LLC

Executive Founder/Business Owner

Fee options

Fixed

Financial planning fixed fees negotiated based on complexity.

Percentage

$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

Commissions

Advisory professionals may receive commissions for sale of securities and insurance products through affiliated broker-dealer.

Project-based

Financial planning fees billed at $400 per hour.

Performance-based

Performance-based fees charged to qualified clients investing in the private fund as described in fund offering documents.

Subscriptions

Ongoing financial planning consulting on annual retainer basis, billed quarterly in advance.

Other

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.

Location

700 Commerce Drive, Suite 170

Oakbrook, IL 60523

Most active in

Illinois

Work history

Rothschild Investment, LLC

2025 - Present (1 year)

Rothschild Wealth, LLC

2025 - Present (1 year)

GOLDMAN SACHS & Co. LLC

2021 - 2025 (4 years)

The AYCO Company, L.P./Mercer Allied

2010 - 2021 (11 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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General retirement planning Elder care planning Sandwich Generation Gen X (Born 1965-1980)
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Active portfolio management Options & derivatives strategies Private / alternative investments
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General retirement planning Social Security optimization Tax-loss harvesting
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Active portfolio management Options & derivatives strategies Concentrated stock management
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General retirement planning General tax planning Passive / index investing Real estate investing
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