SG
SG
Stephen Greco
23 Years of Experience
Oakbrook Terrace, IL
1 Disclosure
Stephen Greco is a registered investment advisor at Pandora Wealth, INC., based in Oakbrook Terrace, IL, with 23 years of industry experience. Stephen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 132 clients with $240M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
132 clients
Average Client Portfolio
$1.8M average
Assets Under Management
$236.0M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.70% |
| $10.0M - $25.0M | 0.50% |
| $25M+ | 0.40% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
1 Mid America Plaza, Floor 3, Oakbrook Terrace, IL, 60181
Get directionsHistory
Regulatory History (1)
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Criminal
March 2004Final Disposition
Employment History
Current Registrations
Pandora Wealth, INC.
March 2026 - Present · 2 mos
Previous Registrations
Pandora Wealth, INC.
July 2024 - January 2026 · 1 yr 6 mos
Spotlight Asset Group
May 2017 - November 2024 · 7 yrs 6 mos
Creative Planning
September 2013 - March 2017 · 3 yrs 6 mos
Wealthquest Corporation
April 2011 - November 2013 · 2 yrs 7 mos
Amerivest Investment Management, LLC
May 2006 - April 2011 · 4 yrs 11 mos
TD Ameritrade, INC.
December 2004 - April 2011 · 6 yrs 4 mos
TD Ameritrade, INC.Broker
December 2004 - April 2011 · 6 yrs 4 mos
Charles Schwab & CO., INC.
March 2004 - December 2004 · 9 mos
Charles Schwab & CO., INC.Broker
February 2004 - December 2004 · 10 mos
Merrill Lynch Pierce Fenner & Smith INC.
October 2002 - November 2003 · 1 yr 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2002 - November 2003 · 1 yr 1 mo
Ids Life Insurance CompanyBroker
May 2002 - September 2002 · 4 mos
American Express Financial Advisors INC.Broker
May 2002 - September 2002 · 4 mos
State Registrations1 state
IL
Advisor
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Exams
No exam information available for this advisor.