James Krebec
James Krebec is a CFP-designated registered investment advisor at Cic Investment Consultants, LLC, based in Burr Ridge, IL, with 28 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 2 more. Their firm serves 31 clients with $46M 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% |
Fees are 1.5% or less for equity, balanced, and fixed income accounts. James Krebec, President will make the final determination. Discounts may be offered to family members and friends of associated persons of the firm.
Fee Estimator
Location
7420 S. County Line Road, Ste. 1, Burr Ridge, IL, 60527
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
In addition to his investment advisor role, James holds an Arkansas insurance license. He spends minimal time in the insurance business.
Employment History
Current Registrations
Cic Investment Consultants, LLC
Previous Registrations
Citigroup Global Markets INC.
State Registrations4 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.