George Tkaczuk is a registered investment advisor at Iolite Asset Management, based in Chicago, IL, with 14 years of industry experience. George operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Fees are negotiable and range from 0.25% to 1.25%. Iolite also offers Managed Asset Portfolios (MAP) with different strategies, each with its own fee. Clients can also pick a combination of strategies for a flat 0.5% fee.
Fee Estimator
Location
318 W Adams St, 10th Floor, Chicago, IL, 60606
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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 →Employment History
Current Registrations
Iolite Asset Management
Rcm Wealth Advisors
State Registrations2 states
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.