Sam Ogrizovich
Sam Ogrizovich is a CFP-designated registered investment advisor at Modern Wealth Management, LLC, based in Orland Park, IL, with 30 years of industry experience. Sam operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 6,716 clients with $6.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1000K | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.55% |
Fees are negotiable.
Fee Estimator
Location
10709 W. 159th Street, Orland Park, IL, 60467
Get directionsHistory
Regulatory 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
Sam has an insurance license and oversees existing life insurance and variable annuities since 1976. This activity requires minimal time.
Employment History
Current Registrations
Modern Wealth Management, LLC
Previous Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Reserarch, INC.
Ofm Wealth
Financial Network Investment Corporation
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.