EG

Erik Gutierrez

3 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
52 advisors
Number of Clients
9,453 clients
Average Client Portfolio
$367K average
Assets Under Management
$3.5B

Fee Structure

Minimum Investment:None
Financial Planning:Investment management only

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
Investment Management
Loading...

Advisor Information

Office location

1605 West Colonial Parkway, Inverness, IL, 60067

Get directions
Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Judgment / Lien
December 2024
Employment History
Current Registrations
Vestgen Advisors, LLC
September 2024 - Present · 1 yr 4 mos
Previous Registrations
Lake Street
June 2022 - September 2024 · 2 yrs 3 mos
State Registrations1 state
IL
Advisor
Exams
No exam information available for this advisor.