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 | 1.00% |
| $500K+ | 0.75% |
Fees are negotiable depending on various factors.
Fee Estimator
Investment advisory fees are negotiable, generally between 0.75% and 1% annually, based on portfolio size. For the first $500,000, the fee is 1.00%, and for amounts over $500,000, it's 0.75%. Financial planning fees range from $2,000 to $7,500 annually per million dollars of assets under management, or $200-$500 per hour. The firm generally requires a minimum asset level of $250,000 for investment advisory services. Fees are negotiable depending on various factors.
Areas of Practice
Advisor Information
Office location
4722 Main St., Lisle, IL, 60532
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 ActivitiesSells Insurance
Michael owns shares in The Capital Markets Group, Inc via LCM Holdings, Inc. He is also involved with fixed insurance, Chicago Capital Investment Group, LLC, Kando Partners, LLC, Chicago Capital Management Advisors, LLC, Main St. Professional Building, LLC, BT Partners, LLC, LCM Holdings, Inc, Upward Foundation, and American Trust companies. He dedicates his time to various roles including CFO and RIA president.