Stuart Loren
Stuart Loren is a registered investment advisor at Fort Sheridan Advisors LLC, based in Highland Park, IL, with 10 years of industry experience. Their practice areas include Charitable Giving, Estate Planning, High Net Worth, Investment Management, and 1 more. Their firm serves 930 clients with $910M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable.
Fee Estimator
Location
600 Central Ave., Highland Park, IL, 60035
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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
Fort Sheridan Advisors LLC
Previous Registrations
Western International Securities
Western International Securities, INC.Broker
State Registrations1 state
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