| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 0.02% |
| $500K+ | 0.01% |
Fees may be negotiable in certain instances.
20 N. Wacker Drive, Suite 1416, Chicago, IL, 60606-2902
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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 →Sharon is a licensed insurance producer in Illinois since 2007, focusing on life and health insurance sales, dedicating a few hours per week. She also teaches a class at Northern Trust Co., which is not investment-related and takes minimal time.