Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
30 advisors
Number of Clients
592,301 clients
Average Client Portfolio
$129K average
Assets Under Management
$76.6B

Fee Structure

Minimum Annual Fee:$100,000

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
Investment ManagementRetirement PlanningFinancial Planning & Coaching
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Advisor Information

Office location

22 West Washington Street, Chicago, IL, 60602-1605

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Regulatory History (1)
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Financial
March 2021
Final
Employment History
Current Registrations
Morningstar Investment Management LLC
June 2025 - Present · 7 mos
Previous Registrations
Morningstar Investment Services LLC Broker
March 2024 - June 2025 · 1 yr 3 mos
Morningstar Investment Services LLC
December 2023 - June 2025 · 1 yr 6 mos
Orion Portfolio Solutions, LLC
December 2021 - September 2022 · 9 mos
Brinker Capital Securities, LLCBroker
November 2021 - September 2022 · 10 mos
State Street Global Advisors Funds Distributors, LLCBroker
December 2019 - November 2021 · 1 yr 11 mos
Longboard Asset Management
October 2018 - July 2019 · 9 mos
Transamerica Capital, INC.Broker
July 2017 - August 2018 · 1 yr 1 mo
Northwestern Mutual Investment Services, LLC Broker
June 2017 - July 2017 · 1 mo
State Registrations2 states
AZIL
Advisor
Exams
No exam information available for this advisor.
Kenneth Lavon Chambers - Financial Advisor | AdvisorDiscover