Gary Mandell is a CFP, ChFC-designated registered investment advisor at The Mandell Group, based in Chicago, IL, with 43 years of industry experience. Gary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management. Their firm serves 1 clients with $17M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fee is negotiated, not to exceed 1.50% per annum.
Fee Estimator
Location
Chicago, IL
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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
Gary sells life and long-term care insurance, dedicating minimal time to this activity. He also serves as a notary and a trustee for an insurance trust, each requiring minimal time commitment.
Employment History
Current Registrations
The Mandell Group
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Fsc Securities Corporation
Fsc Securities Corporation
Fsc Securities CorporationBroker
Sws Financial ServicesBroker
Reed Securities Company, INC.Broker
T.L. Reed Securities, INC.Broker
The Equitable Life Assurance Society of the United StatesBroker
Source Securities, INC.Broker
Chartered Planning, LTD.Broker
Financial Planners Equity CorporationBroker
State Registrations1 state
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.