Daniel Schlesser
Daniel Schlesser is a registered investment advisor at Tilden Loucks & Woodnorth LLC, based in Elmhurst, IL, with 37 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 49 clients with $160M 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 $1.0M | 2.00% |
| $1M+ | 1.00% |
Fees may be negotiable. Recommendations for investments are executed through LSS, TLW’s sister company. No commissions for order execution and clearing trades are charged clients for transactions, unless specifically otherwise agreed to in writing by the client and TLW.
Fee Estimator
Location
940 Industrial Dr, Elmhurst, IL, 60126
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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
Daniel is associated with LaSalle St. Investment Advisors, L.L.C. as a Registered Investment Advisor (RIA). He is also affiliated with Tilden, Loucks & Woodnorth, LLC.
Employment History
Current Registrations
Tilden Loucks & Woodnorth LLC
Lasalle St. Investment Advisors, L.L.C.
Lasalle St Securities, L.L.C.Broker
Previous Registrations
Lasalle St. Financial, INC.Broker
Historic Square Equities, IncorporatedBroker
State Registrations1 state
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