David Jutovsky is a PFS-designated registered investment advisor at Financial Solutions Advisory Group, based in Chicago, IL, with 23 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 350 clients with $880M 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 $2.0M | 1.00% |
| $2.0M - $4.0M | 0.75% |
| $4M+ | 0.65% |
Fees may be negotiable. Clients who transitioned from prior advisory firms may have different fee schedules.
Fee Estimator
Location
8700 W. Bryn Mawr Avenue, Suite 410-N, Chicago, IL, 60631
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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 →Other Business Activities
David serves as president of JDL Private Tax Services, Inc., a tax preparation company. This takes a few hours per week of his time.
Employment History
Current Registrations
Financial Solutions Advisory Group
Previous Registrations
Hightower Advisors, LLC
Leonetti & Associates, LLC
Leonetti & Associates INC
Rsm Mcgladrey, 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.