Richard Borek
Richard Borek is a CFP-designated registered investment advisor at Sc Wealth Advisors, based in Oakbrook Terrace, IL, with 15 years of industry experience. Richard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 119 clients with $30M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
SC Wealth Advisors charges up to 2.5% of your portfolio value annually, paid monthly. This fee may cover the costs of sub-advisors, program administration, trading, and settlement if they use a third-party money manager. The fee may be adjusted for contributions or withdrawals. Fees for accounts on sub-advisor platforms are based on the average daily balance.
Location
2 Mid America Plaza, Suite 725, Oakbrook Terrace, IL, 60181
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Regulatory History (1)
Financial
July 2019Employment History
Current Registrations
Sc Wealth Advisors
Previous Registrations
Sc Wealth Advisors
Metlife Securities 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.