T2 Asset Management charges an asset-based fee, calculated as a percentage of managed assets, not exceeding 2.0%. Fees are negotiable based on account size and complexity. Fees are payable quarterly in advance. They may also charge an hourly fee of $100 to $200 for reviewing assets held away from the firm, depending on complexity. A fixed fee of up to $2000 may be charged for financial plans. A minimum account size of $100,000 is generally required, but may be waived at their discretion.
1952 Mcdowell Rd, Suite 101, Naperville, IL, 60563
Get directionsVincent is an agent selling fixed/traditional insurance products since 2017, dedicating minimal time to this activity. He is also a Senior Wealth Manager at T2 Asset Management LLC, managing investment accounts and spending about a quarter of his time on this.