Ann Elizabeth Gunst

CFP

Trustmont Advisory Group, INC.

16 Years of Experience

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Firm Information

Trustmont Advisory Group, INC.

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

63 advisors

Number of Clients

3,945 clients

Average Client Portfolio

$285K average

Assets Under Management

$1.1B

Fee Structure

Financial Plan Fee:Up to $5,000

Hourly Rate:Up to $500/hr

Financial plans can cost up to $5,000, payable in two installments. Hourly advice is available for up to $500 per hour, negotiable and payable at the end of the meeting. Investment management fees are a percentage of assets managed, not exceeding 2% annually, billed monthly or quarterly. A set-up fee of up to $100 per account, with a maximum of $200 per household, may be charged. Seminar attendance can cost up to $100.

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Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningTax PlanningBusiness Owners

Advisor Information

Office location

Elmhurst, IL

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Regulatory History

Clean regulatory record

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.