Vincent Allegra is a registered investment advisor at Creative Planning, based in Oak Brook, IL, with 22 years of industry experience. Vincent operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 84,858 clients with $220B 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 $500K | 1.20% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.80% |
| $10.0M - $25.0M | 0.70% |
| $25.0M - $50.0M | 0.40% |
| $50.0M - $100.0M | 0.30% |
| $100M+ | 0.25% |
Fees and how they are charged are negotiable.
Fee Estimator
Location
1515 W. 22nd St., Suite 850W, Oak Brook, IL, 60523
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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
Vincent is a member of Bensenville Gun Club LLC, a holding company for family assets. He also represents Mesirow Financial at Choose DuPage, dedicating minimal time to encouraging business development, and is a board member of Hinsdale Swim Club, spending minimal time on management and oversight. Finally, Vincent is a managing member of AP Music City Real Estate, LLC, overseeing a rental property with minimal time commitment.
Employment History
Current Registrations
Creative Planning
Previous Registrations
Mesirow Financial Investment Management, INC.
Mesirow Financial, INC.Broker
Mesirow Financial, INC.
Emerald Alternative Strategies, LLC
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.