| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 0.02% |
| $500K+ | 0.01% |
Fees may be negotiable in certain instances.
20 N. Wacker Drive, Suite 1416, Chicago, IL, 60606-2902
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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 →Eric is a 50% owner of Kuby Gottlieb Investments since 1997, spending minimal time on administrative tasks. He is also the President of North Star Financial Services since 2004, dedicating minimal time to reviewing documents, and an investment committee member for Regal Investment Advisors LLC since 2016, spending minimal time attending meetings. Finally, Eric is a registered representative with Newedge Securities, Inc. since 2016, spending about 10-20% of his time providing investment services.