Luke Schillo is a registered investment advisor at Greenstone Belt Wealth Advisors, LLC, based in Chicago, IL, with 8 years of industry experience. Luke operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Retirement Planning, and 1 more. Their firm serves 87 clients with $190M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
GBWA's annual fee for investment management is a percentage of the value of your investments, with a maximum fee of 1.25%. The exact fee can be negotiated based on your situation, such as the size of your portfolio or family holdings. Fees are paid quarterly in advance.
Location
401 N Michigan Ave, Suite 1200, Chicago, IL, 60611
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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
Luke is a passive investor and partner in Enjoyum Restaurant Group, Inc. since 2012. This activity is not investment-related and the time commitment is undisclosed.
Employment History
Current Registrations
Greenstone Belt Wealth Advisors, LLC
Previous Registrations
Orba Wealth Advisors, LLC
Telemus Capital, LLC
Barrington Strategic Wealth Management Group 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.