John Strom is a CFA-designated registered investment advisor at Sure Foundation Wealth Planning, LLC, based in Grayslake, IL, with 23 years of industry experience. John 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.65% |
Fees are negotiable. Minimum annual fee of $1,250 may cause the actual fee charged in certain accounts to be higher than that indicated in the fee schedule.
Fee Estimator
Location
Grayslake, 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 →Employment History
Current Registrations
Sure Foundation Wealth Planning, LLC
Previous Registrations
Marc J. Lane Investment Management,inc.
State Registrations1 state
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