Richard Preston
Richard Preston is a ChFC-designated registered investment advisor at Fort Sheridan Advisors LLC, based in Highland Park, IL, with 29 years of industry experience. Their practice areas include Charitable Giving, Estate Planning, High Net Worth, Investment Management, and 1 more. Their firm serves 930 clients with $910M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable.
Fee Estimator
Location
600 Central Avenue, Suite 365, Highland Park, IL, 60035
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
Richard may earn commissions from insurance companies for sales of non-variable life, health, annuity, and/or disability income insurance products. This activity is insurance-related.
Employment History
Current Registrations
Fort Sheridan Advisors LLC
Previous Registrations
Northwestern Mutual Wealth Management Company
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
Robert W. Baird & CO. IncorporatedBroker
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.