Expressive Wealth LLC
Assets Under Management
$131.1M
Number of Clients
131
Number of Advisors
9
Average Client AUM
$1.0M
AUM per Advisor
$14.6M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Expressive Wealth LLC provides discretionary asset management, client-directed accounts, ERISA plan services, and financial planning & consulting. Investment strategies are tailored to client goals and risk tolerance. They may use sub-advisors. Financial planning is offered for fixed or hourly fees.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.5M | 1.00% |
| $2.5M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.70% |
Fees are negotiable.
Fee Estimator
Expressive Wealth charges fees for asset management, ERISA plan services, assets held away, assets under advisement, and financial planning. Asset management fees are tiered, starting at 1.00% annually. Financial planning fees range from $1,500 to $4,000, or $200/hour for consulting. New clients with AUM under $1,000,000 will pay fixed fees for financial planning in addition to their Expressive Wealth Management fees: $1 - $500,000 AUM - $2,500, $500,001 - $999,999 AUM - $2,000. Fees are negotiable.
Areas of Practice
Location
6650 N Northwest Hwy, Suite 1W, Chicago, IL, 60631