Jon Windness is a registered investment advisor at Barrington Asset Management, INC., based in Chicago, IL, with 22 years of industry experience. Jon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 44 clients with $55M 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 and minimum account sizes may be negotiable under certain circumstances. Discounts may be offered to family members and friends of associated persons of the firm.
Fee Estimator
Location
161 N. Clark St., Suite 2950, Chicago, IL, 60601
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Barrington Asset Management, INC.
State Registrations1 state
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