Eric Mesko
Eric Mesko is a registered investment advisor at Vestgen Advisors, LLC, based in South Barrington, IL, with 22 years of industry experience. Eric is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 22,790 clients with $6.7B 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 | 2.50% |
The annual fee ranges up to a maximum of 2.5% of assets held in the account. Fees are negotiable at the firm's discretion based on criteria such as account size, asset types, and relationship history.
Fee Estimator
Location
1 Executive Court, Suite #5, South Barrington, IL, 60010
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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 ActivitiesSells Insurance
Eric writes 403b plans through Aspire, serves as a board member for Bartlett Learning Centers (dedicating minimal time), sells non-variable annuities and insurance products, and is a successor trustee for a non-immediate family member. He also works at VestGen Advisors, LLC as a registered investment advisor, dedicating nearly full-time hours.
Employment History
Current Registrations
Vestgen Advisors, LLC
Private Client Services, LLCBroker
Previous Registrations
Osaic Wealth, INC.Broker
Osaic Advisory Services, LLC
Triad Advisors LLCBroker
Sequoia Wealth Management, LLC
LPL Financial LLCBroker
Waddell & Reed
Waddell & ReedBroker
Chase Investment Services CORP.Broker
Banc One Securities CorporationBroker
State Registrations4 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.
Exams
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