Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1M+ | 0.75% |
All fees are subject to negotiation.
Fee Estimator
The firm charges an annual fee based on a percentage of your assets under management. For example, the annual fee is 1.25% for accounts valued between $100,000 and $500,000. Fees are deducted quarterly from your account. All fees are subject to negotiation. The firm requires a minimum of $100,000 in investible liquid assets to open and maintain an advisory account, but this may be waived at the firm's discretion.
Areas of Practice
Advisor Information
Office location
5 Revere Drive, Suite 200, Northbrook, IL, 60062
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
John is the president of Business & Professional Consultants, Midwest LTD, spending about 10-20% of his time overseeing staff and operations. He is also a partial owner of Medical Business Consultants, dedicating nearly full-time hours to accounting, and a partner at ABCS Partners, with minimal involvement, as well as involved with WHISPENWOOD ASSO LTD, BENTWOOD PARTNERS, and AMRRAR ASSO.