Investment advisory fees are based on a percentage of assets under management, ranging up to 1.50% annually, billed quarterly in advance. Fees are negotiable. Financial planning and consulting fees range from $5,000 to $75,000 on a fixed fee basis, or $500 to $1,000 hourly. Family office services are either included in investment management fees or charged a separate fixed fee up to $300,000. Retirement plan advisory fees range from 0.20% to 0.50% annually.
Aurora, IL
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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 →Benjamin is a partner at Summit Trails Advisors LLC, a registered investment advisor, since 2015. He dedicates a full-time commitment to portfolio conservation.