Gretchen P Radach

Sikich Financial

2 Years of Experience

1 Disclosure

View SEC Summary

Areas of Practice

Retirement PlanningEstate PlanningEducation PlanningInsurance PlanningFinancial Planning & Coaching

Sikich Financial

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

21 advisors

Number of Clients

1,236 clients

Average Client Portfolio

$744K average

Assets Under Management

$920.0M

Fee Structure

Minimum Investment:$250K

Financial Planning:Included in AUM fee

AUM-Based Fees (Tiered)

Assets Under Management	Annual Fee
Up to $1.0M	1.00%
$1.0M - $2.0M	0.70%
$2.0M - $3.0M	0.50%
$3.0M - $5.0M	0.40%
$5M+	0.35%

This fee schedule applies to balanced portfolios above $400,000 under the Focus Partners Advisor Solutions Program. Certain clients may be grandfathered under different fee schedules.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Location

1415 W. Diehl Road, Ste. 400, Naperville, IL, 60563

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History

Regulatory History (1)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

May 2004

Settled

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Other 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.