PR
CFP
Firm Information
Compensation
Fixed/Hourly
Number of Advisors
16 advisors
Number of Clients
248 clients
Average Client Portfolio
$17.2M average
Assets Under Management
$4.3B
Fee Structure
Minimum Annual Fee:$25,000
Hourly Rate:$150 - $500/hr
The firm charges a base fee negotiated with each client, typically varying from 0.15% to 1.00% of assets under management or advisement, depending on factors like asset size, complexity of services, and time requirements. Minimum annual fees tend to start at $25,000. Ad-hoc or project-based consultations are billed hourly, ranging from $150 to $500 per hour.
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningHigh Net WorthCorporate Executives
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Advisor Information
Office location
227 West Monroe Street, Suite 1800, Chicago, IL, 60606
Get directionsRegulatory History
Clean regulatory record
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 →Employment History
Current Registrations
Brownson, Rehmus & Foxworth, INC.
August 2016 - Present · 9 yrs 5 mos
Previous Registrations
Balasa Dinverno Foltz LLC
July 2012 - August 2016 · 4 yrs 1 mo
State Registrations1 state
IL
Advisor
Exams
No exam information available for this advisor.