Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fees for managed accounts are typically charged quarterly, in advance, based on portfolio value. Fees are negotiable and depend on the service, account size, and complexity. Billing methods include flat, linear, and tiered fee schedules. Financial planning fees range from $250 to $5,000 (fixed), $50 to $500 per hour, or $100 to $20,000 annually. Other fees, such as brokerage commissions and fund expenses, may apply.
Areas of Practice
Advisor Information
Office location
901 Warrenville Road, Suite 100, Lisle, IL, 60532
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
Barbara is a shareholder at Moser & Heier Financial Solutions, where she sells life insurance, long-term care, and fixed annuities, and a shareholder at Moser & Heier CPAs Inc, where she provides tax services. She also works as a Registered Investment Advisor at Focus Financial Network Inc, dedicating about a quarter of her time to meeting with clients and making investment recommendations.