Jerry Sjostrom is a registered investment advisor at Sjostrom Financial Planning INC., based in Oak Park, IL, with 23 years of industry experience. Jerry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 42 clients with $12M 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 $100K | 1.25% |
| $100K - $1.0M | 1.00% |
| $1.0M - $2.5M | 0.80% |
| $2.5M - $5.0M | 0.60% |
| $5M+ | 0.40% |
Fees may be negotiable in some instances, at the adviser’s discretion.
Fee Estimator
Location
Oak Park, IL
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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
Jerry is involved with Sjostrom Financial Planning, Inc., a new corporation established as a registered investment advisor in Illinois. He dedicates about a quarter of his time to this activity, which currently has no clients or assets.
Employment History
Current Registrations
Sjostrom Financial Planning INC.
State Registrations1 state
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.