Areas of Practice
Investment Management
Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
Number of Clients
25 clients
Average Client Portfolio
$1.5M average
Assets Under Management
$36.5M
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$3,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $6.0M | 0.75% |
| $6.0M - $9.0M | 0.50% |
| $9M+ | 0.40% |
This fee schedule is for equities. For bonds, the fee is 0.50% on the first $3 million, 0.40% on the next $3 million, and 0.25% on amounts over $6 million. All fees are negotiable. Minimum annual fee for equities is $3,000 and for bonds is $2,500.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
2 Ascot Lane, Barrington, IL, 60010
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Regulatory History
Clean regulatory record
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 →Employment History
Current Registrations
Clearview Wealth Solutions, LLC
September 2014 - Present · 11 yrs 6 mos
Previous Registrations
Geneva Advisors, LLC
July 2012 - September 2014 · 2 yrs 2 mos
Triad Asset Management, INC.
March 2006 - March 2011 · 5 yrs
Concord Investment Company
October 1997 - January 2004 · 6 yrs 3 mos
State Registrations1 state
IL
Advisor
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.
Exams
No exam information available for this advisor.