Gary Klaben is a ChFC-designated registered investment advisor at Coyle, based in Glenview, IL, with 32 years of industry experience. Gary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Annuities, Business Owners, Charitable Giving, Corporate Executives, and 9 more. Their firm serves 439 clients with $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 $2.0M | 1.25% |
| $2.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.90% |
| $10.0M - $20.0M | 0.60% |
| $20.0M - $50.0M | 0.50% |
| $50M+ | 0.50% |
Fees are negotiable for accounts over $50,000,000. Subject to a minimum annual fee of $10,000.
Fee Estimator
Location
2700 Patriot Drive, Suite 440, Glenview, IL, 60026
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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.
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Gary is the president of Coyle Financial Counsel, Inc., a registered investment advisor, dedicating about half of his time to it. He also holds shareholder and manager positions in Protinus, Inc., Navigator Press, Inc., and Soclar, LLC, and is a managing member of Azimuth Acres, LLC, and an independent contractor for The Strategic Coach, dedicating minimal time to each.
Employment History
Current Registrations
Coyle
State Registrations5 states
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Exams
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