Steven Bartz is a registered investment advisor at Graybill Wealth Management, LTD., based in Elmhurst, IL, with 28 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 241 clients with $430M 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 $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are subject to negotiation. The advisory fee structure provides an allowance based on “family groups” of related accounts. Within a family group, advisory fees are calculated on the combined value of all the accounts in the group.
Fee Estimator
Location
568 South Spring Road, Elmhurst, IL, 60139
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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
Graybill Wealth Management, LTD.
Previous Registrations
Graybill Bartz Associates, LTD
Graybill Bartz Associates, LTD
State Registrations2 states
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