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

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Regulatory 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.

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Employment History
Current Registrations
Brownson, Rehmus & Foxworth, INC.
May 2022 - Present · 3 yrs 8 mos
Previous Registrations
Facet Wealth, INC
November 2020 - March 2022 · 1 yr 4 mos
Advice and Planning Services
December 2017 - November 2020 · 2 yrs 11 mos
Tiaa-Cref Individual & Institutional Services, LLC Broker
March 2016 - November 2020 · 4 yrs 8 mos
Vanguard Advisers INC
September 2015 - February 2016 · 5 mos
Vanguard Marketing CorporationBroker
November 2010 - February 2016 · 5 yrs 3 mos
State Registrations1 state
IL
Advisor
Exams
No exam information available for this advisor.
Ian Ross Clark - Financial Advisor | AdvisorDiscover