Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
WELLth Advisory Services charges fees based on a percentage of assets under management, not to exceed 3% per annum. Fees are discussed and agreed upon in advance. They also offer wrap fee programs with all-inclusive pricing that includes trade execution, custody, and asset management fees. The specific arrangement for each client will be negotiated and defined in the investment advisory contract.
Areas of Practice
Advisor Information
Office location
Shorewood, IL
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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
Brian has several business activities, including 1099 employment with Mass Hockey, DBAs for his LPL business (Strategic Retirement Partners and SRP), and providing investment advisory services through Global Retirement Partners (termed 6/2024). He also has a non-variable insurance business since 2010.