Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fees vary based on services provided and can take the form of an annual fee calculated as a percentage of assets under management. Wealth Management fees range from 0.25% to 1.25% annually, with a $10,000 minimum per year. Wealth Builder fees are typically 1.25% of assets under management with a $2,500 minimum per year. Financial planning fees can be fixed, hourly, or percentage-based. Clients may also incur additional fees such as brokerage commissions, transaction fees, and fund expenses.
Areas of Practice
Advisor Information
Office location
17W110 22nd St., Suite 700, Oakbrook Terrace, IL, 60181
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
Christa sells individual life, health, and group health insurance, dedicating minimal time to this activity. She also works as a soccer referee and partners with her sister and mother in a craft show business called Loom Designs.