Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fees for Investment Supervisory Services are based on a percentage of assets under management, with a maximum annual fee of 1.50% (0.00375 quarterly). The advisor has discretion to lower fees. Fees are calculated on the last day of each calendar quarter and deducted in arrears. There is no minimum account balance required. Clients may incur additional fees for products purchased outside the advisory agreement.
Areas of Practice
Advisor Information
Office location
9501 W 144th Place, Orland Park, IL, 60462-2562
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
Frank is involved in tax preparation, accounting, and bookkeeping through Frank J. Pavlica CPA LTD, dedicating nearly all of his time to this. He also serves on the board of directors for Cornerstone Bank & Trust Company, is an IAR with Strategic Investment Solutions, Inc, and occasionally sells fixed life insurance or fixed annuities.