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 $1.0M | 1.00% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $7.5M | 0.50% |
| $7.5M - $10.0M | 0.35% |
| $10M+ | 0.25% |
All fees are negotiable. Minimum client fee of $7,500 annually.
Fee Estimator
For comprehensive wealth management, you'll pay an annual fee based on your portfolio size (see rates in table). The firm requires a minimum client fee of $7,500 annually. Financial planning is billed at $300 per hour or a fixed fee. Note: This firm also offers retirement plan advisory and consulting services, but those fees are NOT included here.
Areas of Practice
Advisor Information
Office location
1250 E. Diehl Road, Suite 404, Naperville, IL, 60563
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
John is an agent selling brokerage, life, health, and group life and health insurance products since 1985, dedicating minimal time to this. He also owns a rental apartment since 1991 and is a trustee for the Robert S. Denig Revocable Trust since 1995, each requiring minimal time, and is an IAR for Fiduciary Financial Partners, LLC, which is a full-time commitment. John also works as an agent selling fixed insurance for PKS Financial Services.