Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fees are based on a percentage of assets under management, hourly charges, or fixed fees. The total fee charged by the firm and any third-party manager will not exceed 3% of assets under management. If a client has over $1,000,000 in assets being managed, the firm will charge 1% on their portfolio. Financial planning is offered on an hourly or fixed-fee basis, paid in two installments. Estate planning services are available through referrals to a licensed attorney.
Areas of Practice
Advisor Information
Office location
1483 Chippewa Trail, Wheeling, IL, 60090
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
Mark is an insurance broker, selling and servicing fixed insurance products since 2009, dedicating minimal time. He also offers traditional life insurance products since 2004, spending about 10-20% of his time on this.