Edward Gjertsen is a CFP-designated registered investment advisor at Engage Wealth Group, LLC, based in Norhtfield, IL, with 32 years of industry experience. Edward operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Estate Planning, and 6 more. Their firm serves 91 clients with $99M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Engage Wealth Group charges a fee based on a percentage of your portfolio or a flat annual retainer. The maximum fee is 1.50%, but it may be lower depending on the size of your account and other factors. Fees are billed monthly based on the average daily balance. If your portfolio is less than $400,000, you may be charged a minimum annual fee of $6,000, which could result in a higher percentage fee than 1.50%. This minimum fee may be waived at the firm's discretion.
Contact
Edward Gjertsen
Location
211 Waukegan Road, Suite 300, Norhtfield, IL, 60093
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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 →Other Business Activities
Edward is the owner and photographer for Gjertsen Images, selling sports and wildlife photography prints online. This takes a few hours per week and is not investment-related.
Employment History
Current Registrations
Engage Wealth Group, LLC
Previous Registrations
Mack Investment Securities, INC.
Mack Investment Securities, INC.Broker
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.
Exams
Additional Information
We work closely with clients to provide financial clarity and direction in their life. We specialize in comprehensive financial planning, to guide our clients to transform their financial silos into pillars. We develop and review your financial goals and provide actionable strategies to achieve financial independence.