Anna Dujan
Anna Dujan is a registered investment advisor at Harvest Investment Services, LLC, based in Oakbrook Terrace, IL, with 20 years of industry experience. Anna operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 1,393 clients with $530M 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 $50K | 2.80% |
| $50K - $100K | 2.75% |
| $100K - $250K | 2.50% |
| $250K - $500K | 2.25% |
| $500K - $750K | 2.00% |
| $750K - $1000K | 2.00% |
| $1.0M - $1.5M | 1.75% |
| $1.5M - $2.0M | 1.75% |
| $2.0M - $10.0M | 1.50% |
| $10M+ | 1.50% |
Fees negotiable for accounts over $10,000,000. Accounts with holdings less than $50,000 may be assessed a $25 quarterly reporting fee in addition to the percentage based Advisory Fee.
Fee Estimator
Location
1 Transam Plaza Drive, Suite 230, Oakbrook Terrace, IL, 60181-4285
Get directionsHistory
Regulatory History (1)
Financial
August 2016Other Business ActivitiesSells Insurance
Anna provides investment services to clients through Harvest Investment Services, LLC, dedicating about half of her time. She also works as an independent insurance agent, selling various insurance products including annuities, Medicare supplements, life insurance, disability insurance, and long-term care insurance, spending a few hours per week on these activities.
Employment History
Current Registrations
Harvest Investment Services, LLC
Previous Registrations
Proequities, INC.Broker
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
Investment Advisors
Proequities, INC.Broker
Uvest Financial Services Group, INC.Broker
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.