Gary Hart is a registered investment advisor at Wealth Management Associates, INC., based in Lincolnshire, IL, with 38 years of industry experience. Gary 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 11 clients with $79M 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 $500K | 2.00% |
| $500K - $5.0M | 1.00% |
| $5M+ | 0.75% |
Fees may be reduced or waived for clients who refer other clients or at the firm's discretion.
Fee Estimator
Location
475 Half Day Road, Suite 500, Lincolnshire, IL, 60069
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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 Activities
Gary is a partner at Mowery & Schoenfeld, LLC, providing tax and financial consulting services since 2016. He dedicates nearly full-time hours to this business, conducted during securities trading hours.
Employment History
Current Registrations
Wealth Management Associates, INC.
Previous Registrations
Gsh Advisory Services, INC.Broker
State Registrations1 state
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