Louis Jimenez
Louis Jimenez is a CFP, ChFC-designated registered investment advisor at Cl Wealth Management LLC, based in Schaumburg, IL, with 35 years of industry experience. Louis 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, Insurance Planning, and 2 more. Their firm serves 2,073 clients with $630M 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 | 2.25% |
| $100K - $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1.0M - $2.0M | 1.25% |
| $2M+ | 1.25% |
All fees are negotiated between the advisor and the client. A portion of the annual fee may be paid to the account custodian for billing, reporting and/or other administrative functions.
Fee Estimator
Location
425 N. Martingale Rd., Suite 1220, Schaumburg, IL, 60173
Get directionsHistory
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 ActivitiesSells Insurance
Louis is the president and 100% owner of Future Matters, Inc., which receives commissions from his securities, advisory, and insurance business, dedicating a few hours per week. He also owns rental properties and is an agent for fixed annuities, spending minimal time on these activities.
Employment History
Current Registrations
Cl Wealth Management LLC
Cabot Lodge Securities LLCBroker
Previous Registrations
Wilbanks Securities Advisory
Wilbanks Securities, INC.Broker
Nexus Financial Programs, INC.
Nexus Financial Programs, INC.
Nexus Financial, INC.Broker
Eq Financial Consultants, INC.Broker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations15 states
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.