Stephen Weber is a registered investment advisor at Vestgen Advisors, LLC, based in Chicago, IL, with 29 years of industry experience. Stephen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 9,453 clients with $3.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
VestGen Advisors charges a percentage of your portfolio annually for investment management. The exact percentage can vary up to a maximum of 2.5%, depending on factors like your relationship with the firm, the types of assets in your account, and the amount you invest. Fees are typically billed quarterly in advance, but may be billed in arrears in some cases. VestGen may also recommend third-party managers to manage your portfolio.
Location
1 North Franklin, Suite 1850, Chicago, IL, 60606
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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 →Employment History
Current Registrations
Vestgen Advisors, LLC
Previous Registrations
Lake Street
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Chase Investment Services CORP.Broker
Chase Investment Services CORP.
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.Broker
Lasalle Financial Services, INC.Broker
Lasalle Financial Services, INC.
Associated Investment Services, INC.Broker
Morgan Stanley
Morgan Stanley Dw INC.Broker
UBS Painewebber INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
First Albany CorporationBroker
Josephthal Lyon & Ross IncorporatedBroker
Mclaughlin, Piven, Vogel Securities, INC.Broker
The Prudential Insurance Company of AmericaBroker
Pruco Securities CorporationBroker
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.