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
One North Wacker Drive, Suite 3500, Chicago, IL, 60606
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 Activities
Colin is an investment committee member for the YMCA of the Triangle Area since 2016, providing guidance to an outside manager and volunteering a minimal amount of time. This activity is not investment-related.