BS
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
33 advisors
Number of Clients
2,151 clients
Average Client Portfolio
$157K average
Assets Under Management
$337.8M
Fee Structure
Minimum Investment:$1K
Financial Planning:Included in AUM fee
Financial Plan Fee:$48 - $7,500
IFA charges fees based on a percentage of assets managed. The 'Invest With Trust' service has different fee schedules for non-403b and 403b accounts, with rates varying based on account size. The 'Legacy Service' has its own fee schedule. There are also account service fees charged quarterly. Financial planning fees range from $48 to $7,500, depending on complexity and scope. Fees are negotiable for the 'Invest With Trust' service but not for the 'Legacy Service'.
Areas of Practice
Retirement PlanningEducation PlanningInsurance Planning
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Advisor Information
Office location
625 N Michigan Ave, #1710, Chicago, IL, 60611
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
Interactive Financial Advisors
September 2014 - Present · 11 yrs 4 mos
State Registrations1 state
IL
Advisor
Exams
No exam information available for this advisor.