Marie Beckman is a CFP-designated registered investment advisor at Financial Solutions Advisory Group, based in Chicago, IL, with 26 years of industry experience. Marie 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 3 more. Their firm serves 360 clients with $940M 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 $2.0M | 1.00% |
| $2.0M - $4.0M | 0.75% |
| $4M+ | 0.65% |
Fees are negotiable based on client complexity, account size, and other factors. Hourly rates may apply in rare circumstances.
Fee Estimator
Location
8700 W. Bryn Mawr Avenue, Suite 410-N, Chicago, IL, 60631
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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.
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Marie is a principal at A. Robert Taylor Financial Advisory Services, Ltd., a state-registered RIA. Her time was split equally between this firm and Financial Solutions Advisory Group, Inc. for the first three months of 2013 during a client transition.
Employment History
Current Registrations
Financial Solutions Advisory Group
Previous Registrations
A. Robert Taylor Financial Advisory Services, LTD.
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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