LB
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
18 advisors
Number of Clients
1,252 clients
Average Client Portfolio
$278K average
Assets Under Management
$348.2M
Fee Structure
Minimum Investment:None
Financial Plan Fee:$1,000 - $10,000
Hourly Rate:$100 - $500/hr
Financial planning fees are negotiable, ranging from $1,000 to $10,000 for fixed-fee plans, depending on the services required. Hourly fees range from $100 to $500. Portfolio management fees are also negotiable. Insurance products are sold separately, and assets allocated to insurance are not subject to advisory fees.
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningInsurance PlanningBusiness OwnersHigh Net Worth
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Advisor Information
Office location
21925 Field Parkway, Suite 205, Deer Park, IL, 60010
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 →Other Business ActivitiesSells Insurance
Lisa is the owner of Bussenger Insurance & Financial Services, LLC since 2007. She dedicates nearly full-time hours to this investment-related activity.
Employment History
Current Registrations
Kinetic Investment Management, INC.
November 2017 - Present · 8 yrs 2 mos
Previous Registrations
Global Financial Private Capital, LLC
May 2011 - December 2017 · 6 yrs 7 mos
Horter Investment Management, LLC
September 2010 - June 2011 · 9 mos
State Registrations1 state
IL
Advisor
Exams
No exam information available for this advisor.