Srbo Radisavljevic
Srbo Radisavljevic is a CFP-designated registered investment advisor at Aprio Wealth Management, LLC, based in Schaumburg, IL, with 28 years of industry experience. Srbo operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 2 more. Their firm serves 946 clients with $2.6B 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 $2.5M | 1.00% |
| $2.5M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Fees are negotiable for assets over $10 million.
Fee Estimator
Location
1051 Perimeter Drive, 9th Floor, Schaumburg, IL, 60173
Get directionsHistory
Regulatory History (1)
Customer Dispute
September 2006Other Business ActivitiesSells Insurance
Srbo is an independent insurance agent since 1999, dedicating a few hours per week to this activity. He is also a partner and investment advisor representative at KRD Wealth Management LLC, spending the majority of his time there, and sells various insurance products through Aprio Risk Management.
Employment History
Current Registrations
Aprio Wealth Management, LLC
Previous Registrations
Krd Wealth Management, LLC
Strategic Edge Wealth Management, LLC
Edge Portfolio Management, LLC
Strategic Edge Wealth Management, LLC
Strategic Advisers, INC.
Fidelity Brokerage Services LLCBroker
Principal Financial 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.