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 $500K | 1.50% |
| $500K - $1.0M | 1.15% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $15.0M | 0.75% |
| $15.0M - $25.0M | 0.65% |
| $25.0M - $45.0M | 0.55% |
| $45.0M - $65.0M | 0.45% |
| $65.0M - $100.0M | 0.35% |
| $100M+ | 0.25% |
Fees are billed quarterly in advance. Fees are generally not negotiable. Account values of family members may be combined to determine the applicable advisory fee.
Fee Estimator
For Comprehensive Portfolio Management, fees are based on a percentage of assets under management (see the table above). Financial Planning and Consulting services are charged at a non-negotiable hourly rate of $350 or a flat fee basis, generally ranging from $3,500 to $10,000. A retainer of fifty-percent (50%) of the ultimate financial planning or consulting fee is required. The firm generally requires clients to have at least $1,000,000 in net worth to engage them for financial planning or portfolio management services and a minimum fee of $5,000 per year for portfolio management services.
Areas of Practice
Advisor Information
Office location
207 Reber Street, Suite 100, Wheaton, IL, 61087
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
Nathan is a portfolio manager for 3rd Stream Portfolios and CEO of Storm827LLC, a holding company for estate planning. He is also an independent licensed insurance agent and a board member/partial owner of Monomyth Group LLC.