Angelica Vukobratovich
Angelica Vukobratovich is a registered investment advisor at Belpointe Asset Management LLC, based in Orland Park, IL, with 27 years of industry experience. Angelica operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 7,604 clients with $7.6B 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 | 2.50% |
Advisory fees are negotiable and can be structured as a flat fee, fixed rate percentage, linear fee percentage, or tiered fee percentage, up to a maximum annual rate of 2.50%.
Fee Estimator
Location
15010 South Ravinia Ave Suite 15, Orland Park, IL, 60462
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
Angelica is an independent insurance agent selling life, disability, and long-term care insurance. This investment-related activity takes about 10-20% of her time.
Employment History
Current Registrations
Belpointe Asset Management LLC
Previous Registrations
Cetera Investment Advisers LLC
Cetera Investment Services LLCBroker
Fifth Third Securities, INC.
Fifth Third Securities, INC.Broker
Cetera Investment Advisers LLC
Cetera Investment Services LLCBroker
Vision Investment Services, INC.Broker
Banc One Securities CorporationBroker
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
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