William Gela is a registered investment advisor at Investment Consultants LLC, based in Evanston, IL, with 24 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 13 clients with $160M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
IC LLC's ongoing advisory fees are a percentage of the assets they manage, typically ranging from 0.40% to 0.80% per year. The exact fee is negotiable based on the scope of services and the size of your portfolio. As your assets increase, the percentage charged on the additional assets decreases. Fees are usually paid quarterly. Some clients who use only a portion of IC LLC's services pay a fixed fee instead of a percentage of assets.
Location
Evanston, IL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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William is an independent advisor to the Hollis Family Limited Partnership III, which holds family assets for estate planning purposes. He receives beneficial dividends for 1% of the preferred shares of FLP III and devotes minimal time to this activity.
Employment History
Current Registrations
Investment Consultants LLC
Previous Registrations
Investment Consultants
State Registrations1 state
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