Brian Degrado is a registered investment advisor at Vestgen Advisors, LLC, based in Chicago, IL, with 24 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 9,453 clients with $3.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
VestGen Advisors charges a percentage of your portfolio annually for investment management. The exact percentage can vary up to a maximum of 2.5%, depending on factors like your relationship with the firm, the types of assets in your account, and the amount you invest. Fees are typically billed quarterly in advance, but may be billed in arrears in some cases. VestGen may also recommend third-party managers to manage your portfolio.
Location
1 North Franklin, Suite 1850, Chicago, IL, 60606
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Regulatory History (2)
Customer Dispute
January 2019Customer Dispute
December 2018Employment History
Current Registrations
Vestgen Advisors, LLC
Previous Registrations
Lake Street
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
J.P. Morgan Securities LLCBroker
J.P. Morgan Securities LLC
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Woodbury Financial Services, INC.Broker
Waterstone Financial Group, INC.Broker
Waterstone Financial Group, INC.Broker
Spike Financial Services, LLCBroker
Waterstone Financial Group, INC.Broker
Tower Square Securities, INC.Broker
Vanguard CapitalBroker
Woodbury Financial Services, INC.Broker
State Registrations2 states
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.