DG
CFP
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
1 advisor
Number of Clients
21 clients
Average Client Portfolio
$952K average
Assets Under Management
$20.0M
Fee Structure
Minimum Investment:$1.5M
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3M+ | 0.50% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Minimum Annual Fee:$15,000
Financial Plan Fee:$2,500 - $5,000
Wealth Management clients pay an annual fee of 1% on assets up to $3,000,000 and 0.5% on assets above $3,000,000. There is a minimum annual fee of $15,000. For clients whose investments are NOT managed, the fee is 0.65% of net worth, with a $15,000 minimum. A one-time comprehensive financial plan costs $5,000, with a 50% deposit due at the start.
Areas of Practice
Retirement PlanningEstate PlanningFinancial Planning & CoachingInvestment ManagementTax Planning
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Advisor Information
Office location
777 N. Lake Zurich Rd, Suite 125D, Barrington, 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 →Employment History
Current Registrations
Retirement Matters, INC.
May 2013 - Present · 12 yrs 8 mos
Previous Registrations
Clarus Financial Planning
January 2016 - June 2016 · 5 mos
Vantage Financial Partners Limited
December 2010 - May 2013 · 2 yrs 5 mos
State Registrations1 state
IL
Advisor
Exams
No exam information available for this advisor.