Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
VestGen Advisors charges investment management fees as a percentage of assets under management, up to a maximum of 2% annually. Fees are generally billed quarterly, in advance, based on the custodian's reported value on the last business day of the quarter. In some cases, fees may be billed quarterly in arrears, based on the previous quarter's average daily balance. The firm may charge a lesser fee at its discretion based on various criteria. There is no minimum account size.
Areas of Practice
Advisor Information
Office location
1 Executive Court, Suite #5, South Barrington, IL, 60010
Get directionsRegulatory History
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
Bret sells non-variable annuities and insurance products, dedicating a few hours per week to identifying needs, applications, and servicing. He is also an Investment Advisor Representative at VestGen Advisors, LLC, spending nearly full-time hours in this role.