Jonathan Rigoni
Jonathan Rigoni is a registered investment advisor at North Shore Capital Group Investment Advisors, INC, based in Lake Forest, IL, with 19 years of industry experience. Jonathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 238 clients with $40M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
NSCGIA charges a percentage of your portfolio annually for investment management services. The fee can be up to 2.00% per year, depending on the complexity of your situation, the amount you invest, and your overall relationship with NSCGIA. Fees are negotiable. NSCGIA may also provide investment advisory services with respect to affiliated non-custodial partnership/private fund investments.
Location
1 Westminster Place, 100 B, Lake Forest, IL, 60045
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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
Jonathan is a member/owner and insurance agent at North Shore Capital Group Insurance Solutions, LLC, spending a few hours per week on this activity. He also owns residential rental property and is a general partner to private funds, dedicating about a quarter of his time to the latter.
Employment History
Current Registrations
North Shore Capital Group Investment Advisors, INC
Previous Registrations
Cetera Advisor Networks LLCBroker
Summit Financial Group INC
Summit Brokerage Services, INC.Broker
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Edward Jones
Edward JonesBroker
State Registrations3 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.