Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
The firm charges a negotiable program fee, which is a percentage of your account value. The specific fee percentage is not listed in a structured table, but is stated as 2.00% for FundSource, CustomChoice, Private Investment Management, Fundamental Choice, Asset Advisor, Private Advisor Network and Customized Portfolios programs. For the Personalized UMA Program, there is an advisory fee of 2.00% plus manager fees ranging from 0.0% to 0.50%. A platform fee of 0.050% will apply to certain program accounts.
Areas of Practice
Advisor Information
Office location
1515 W 22nd St., Suite 525, Oak Brook, IL, 60523
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
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