KC
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
4 advisors
Number of Clients
129,586 clients
Average Client Portfolio
$226K average
Assets Under Management
$29.3B
Fee Structure
Financial Planning:Investment management only
This firm provides investment management services through advisors. The fees you pay will be determined by your advisor, and may be negotiable. Envestnet Tax and Values Overlay Services may be available at a lower overall cost in some of Advisor’s programs as compared to its other programs. In addition, lower fees for comparable services may be available from other sources.
Areas of Practice
Investment Management
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Advisor Information
Office location
150 North Riverside Plaza , Suite 2050, 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
Envestnet Portfolio Solutions, INC.
July 2011 - Present · 14 yrs 6 mos
Previous Registrations
Portfolio Brokerage Services, INC.Broker
September 2012 - January 2020 · 7 yrs 4 mos
Quasar Distributors, LLCBroker
December 2011 - December 2011 · 0 mos
Family Wealth Architects LLC
February 2009 - July 2009 · 5 mos
Fundquest Incorporated
September 2008 - December 2008 · 3 mos
State Registrations1 state
MA
Advisor
Exams
No exam information available for this advisor.