Jose Cuevas
Jose Cuevas is a CFP-designated registered investment advisor at Jose Cuevas INC. DBA Wisdom Investments INC., based in Hoffman Estates, IL, with 17 years of industry experience. Jose operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 107 clients with $40M 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 $250K | 1.50% |
| $250K - $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1.0M - $3.0M | 0.65% |
| $3.0M - $5.0M | 0.55% |
| $5M+ | 0.55% |
Investment management fees are negotiable for accounts over $5 million. There is a minimum quarterly fee of $375.
Fee Estimator
Location
2000 Center Dr., Suite East D219, Hoffman Estates, IL, 60192
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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
Jose Cuevas INC. DBA Wisdom Investments INC.
Previous Registrations
High Five Financial
J.P. Morgan Securities LLC
Chase Investment Services CORP.
State Registrations1 state
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