Gary Bertacchi is a registered investment advisor at Triex Financial Services, INC., based in Orland Park, IL, with 21 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. Their firm serves 26 clients with $1.5M 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 | 2.50% |
Fee Estimator
Location
10470 W. 163rd Place, Orland Park, IL, 60467
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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 and CEO of Cord Vanderpool Private Foundation, established in 2006. He dedicates about 10-20% of his time to this role and receives $25,000 per year in compensation.
Employment History
Current Registrations
Triex Financial Services, INC.
Previous Registrations
Cooper Linse Hallman Capital Management INC
State Registrations1 state
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