Elizabeth Watkins is a registered investment advisor at Crescent Grove Advisors, based in Lake Forest, IL, with 32 years of industry experience. Elizabeth operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 381 clients with $5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Crescent Grove Advisors charges a percentage of the assets they manage for investment management services. This fee varies from 0.10% to 1.25% annually, depending on the size and composition of your portfolio. The fee is calculated quarterly, based on the average daily account balance. For OCIO relationships, the fee ranges from 0.30% to 0.60% annually. Keep in mind that independent managers also charge their own fees, ranging from 0.10% to 2.00%.
Location
100 South Saunders Road, Suite 210, Lake Forest, IL, 60045
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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
Crescent Grove Advisors
Previous Registrations
Stifel, Nicolaus & Company, IncorporatedBroker
Stifel, Nicolaus & Company, Incorporated
Ziegler Capital Management, LLC
Calamos Advisors LLC
Calamos Wealth Management LLC
Calamos Financial Services LLCBroker
Ziegler Lotsoff Capital Management, LLC
B. C. Ziegler and Company
B. C. Ziegler and CompanyBroker
Northwestern Mutual Investment Services, LLCBroker
Mtl Equity Products, INC.Broker
Oberweis Securities, INC.Broker
Geneva Securities,inc.Broker
Van Kampen Merritt INC.Broker
State Registrations1 state
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