Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fees are typically negotiated with institutional clients and can include fixed fees, basis-point fees, and/or technology licensing fees. Institutional Asset Management fees generally range from 2 to 15 basis points of assets managed, with minimum annual fees of $100,000-$200,000. Strategy fees range from 0-40 basis points. Select list fees range from $50,000 to $400,000 annually. Asset Allocation Services range from $50,000 to $500,000 annually.
Areas of Practice
Advisor Information
Office location
22 West Washington Street, Chicago, IL, 60602
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.
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Andrew co-founded Core4Life, a podcast about accountability in fitness, motivation, charity, and having fun, recording every other week. He also assists the announcer at Cuyahoga Valley Christian Academy football games, spending about 10-20% of his time on both activities combined.