Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
Minimum fee of $1,000. Fees for fixed income strategy are reduced by 50%.
Fee Estimator
Investment management fees are based on a tiered fee schedule, calculated monthly based on the market value of assets under management. The firm imposes a minimum fee of $1,000. Fees for fixed income strategies are reduced by 50% from the standard fee schedule. Financial planning services are offered on an hourly basis ($125-$300 per hour) or a fixed engagement fee, negotiable based on the complexity of services and the overall relationship.
Areas of Practice
Advisor Information
Office location
225 W. Washington Street, Suite1640, 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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Peter is a licensed insurance agent in Chicago, Illinois, focusing on insurance sales and implementation of insurance recommendations. This activity requires a few hours per week.