Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
VestGen Advisors charges investment management fees as a percentage of assets under management, up to a maximum of 2% annually. Fees are generally billed quarterly, in advance, based on the custodian's reported value on the last business day of the quarter. In some cases, fees may be billed quarterly in arrears, based on the previous quarter's average daily balance. The firm may charge a lesser fee at its discretion based on various criteria. There is no minimum account size.
Areas of Practice
Advisor Information
Office location
1605 West Colonial Parkway, Inverness, IL, 60067
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
Charles is a partner (50%) at Esposito Kiker & Associates, managing the team, and also sells life, disability, long-term care, and fixed annuities. He also serves as a trustee for an Irrevocable Life Insurance Trust, managing correspondence related to the trust and its life insurance policies.