Stanley Pillman is a registered investment advisor at Addison Asset Management, LLC, based in Chicago, IL, with 27 years of industry experience. Stanley operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 11 clients with $5.2M 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 | 1.75% |
| $1.0M - $3.0M | 1.50% |
| $3M+ | 1.25% |
Fees are negotiable. Institutional services fee schedule is also available.
Fee Estimator
Location
Chicago, IL
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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
Addison Asset Management, LLC
Previous Registrations
Addison Asset Management, LLC
UBS Financial Services INC.
Oppenheimer Asset Management INC.
Fahnestock Asset Management
Cibc World Markets CORP.
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.