| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.25% |
| $2.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.90% |
| $10.0M - $20.0M | 0.60% |
| $20.0M - $50.0M | 0.50% |
| $50M+ | 0.50% |
Fees negotiable for assets over $50,000,000.
2700 Patriot Drive, Suite 440, Glenview, IL, 60026
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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 →Kevin is the Vice President of Coyle Financial Counsel, Inc., a registered investment advisor, dedicating about 70% of his work week to this role. He is also a shareholder in Protinus, Inc. (dedicating minimal time) and Navigator Press, Inc. (dedicating minimal time), and a shareholder and manager of Soclar, LLC (dedicating a few hours per week), all business-to-business service or publishing companies.