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 $500K | 1.00% |
| $500K+ | 0.75% |
Fees are negotiable depending on various factors.
Fee Estimator
Investment advisory fees are negotiable, generally between 0.75% and 1% annually, based on portfolio size. For the first $500,000, the fee is 1.00%, and for amounts over $500,000, it's 0.75%. Financial planning fees range from $2,000 to $7,500 annually per million dollars of assets under management, or $200-$500 per hour. The firm generally requires a minimum asset level of $250,000 for investment advisory services. Fees are negotiable depending on various factors.
Areas of Practice
Advisor Information
Office location
4722 Main St., Lisle, IL, 60532
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
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