Gretchen Radach is a registered investment advisor at Sikich Financial, based in Naperville, IL, with 3 years of industry experience. Gretchen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Education Planning, Estate Planning, and 6 more. Their firm serves 1,164 clients with $1.2B 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 $1.0M | 1.25% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $20.0M | 0.55% |
| $20M+ | 0.40% |
Schedule reflects the Advisor Managed Portfolios program and Charles Schwab accounts. The Wrap and Unified Managed Account programs have higher rates starting at 2.00%. Fees are negotiable.
Fee Estimator
Location
1415 W. Diehl Road, Ste. 400, Naperville, IL, 60563
Get directionsHistory
Regulatory History (1)
Customer Dispute
May 2004Other Business Activities
Gretchen is the President of Gretchen Radach LLC, which is used for passive investments. She receives no compensation and spends no time on this activity during business hours.
Employment History
Current Registrations
Sikich Financial
Previous Registrations
Mcdonald Investments INC.
State Registrations1 state
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.
Exams
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