Tyler Qualio
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 66
Industry experience
24 years
Tyler Qualio is a CFP® with 24 years of experience in the financial services industry. He is currently with Rothschild Wealth LLC and Rothschild Investment LLC, having previously worked at Halo Securities, LLC and Ausdal Financial Partners, Inc. Qualio serves on the advisory board of the Will County Community Foundation, where he is involved with charitable grants and community endeavors. Rothschild Wealth LLC provides portfolio management, financial planning, and retirement and investment consulting to individuals, high-net-worth clients, corporate executive groups, retirement plans, trusts, foundations, and other institutions. The firm employs a comprehensive asset-allocation approach that incorporates tax, estate, cash-flow, and risk considerations, utilizing a range of investment vehicles and ongoing portfolio monitoring.
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 · Texas
Rothschild Investment LLC
2023 - Present (3 years)
Halo Securities, LLC
2016 - 2023 (7 years)
Rothschild Wealth LLC
2012 - Present (14 years)
Ausdal Financial Partners, Inc.
2012 - 2017 (5 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
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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