Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Investment advisory fees are based on a percentage of the market value of assets under management and are individually negotiated. Specialized investment management fees could be higher depending on the securities. Fees are billed in arrears on a quarterly basis. Minimum account sizes are subject to negotiation. Fees exclude brokerage commissions, transaction fees, and other related costs.
Areas of Practice
Advisor Information
Office location
10 S. Wacker Drive, 19th Floor, Chicago, IL, 60606
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.
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David serves on the investment committee for the Ann and Robert H. Lurie Children's Hospital. This takes minimal time.