Roberta Ferguson is a CFA, CFP-designated registered investment advisor at Aberdeen Wealth Management LLC, based in Lake Bluff, IL. Roberta operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 143 clients with $630M 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 $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.75% |
Fees negotiable on assets above $5,000,000. Current client relationships may exist where the fees are higher or lower than the fee schedule above and fees may be negotiated from time to time.
Fee Estimator
Location
515 Glen, Lake Bluff, IL, 60044
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Aberdeen Wealth Management LLC
State Registrations1 state
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