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 $2.5M | 1.00% |
| $2.5M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.70% |
Fees are negotiable.
Fee Estimator
Expressive Wealth charges fees for asset management, ERISA plan services, assets held away, assets under advisement, and financial planning. Asset management fees are tiered, starting at 1.00% annually. Financial planning fees range from $1,500 to $4,000, or $200/hour for consulting. New clients with AUM under $1,000,000 will pay fixed fees for financial planning in addition to their Expressive Wealth Management fees: $1 - $500,000 AUM - $2,500, $500,001 - $999,999 AUM - $2,000. Fees are negotiable.
Areas of Practice
Advisor Information
Office location
6650 N Northwest Hwy, Suite 1W, Chicago, IL, 60631
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
Kaitlin is a licensed insurance agent selling life and health insurance in New York and New Jersey, dedicating minimal time to this activity. She also works full-time as Director of Strategic Partnerships at Alliance Homecare, focusing on home health care sales.