AP
CFP
AP
CFP

Amanda Rae Plonski

17 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
177 advisors
Number of Clients
4,540 clients
Average Client Portfolio
$13.7M average
Assets Under Management
$62.0B

Fee Structure

Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $5.0M1.25%
$5.0M - $10.0M1.10%
$10.0M - $25.0M0.90%
$25.0M - $50.0M0.80%
$50M+0.70%

Fees may be negotiable. Minimum fee is the lesser of $25,000 or 2.00% of Managed Assets.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Minimum Annual Fee:$25,000
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Location

444 W. Lake Street, Suite 4700, Chicago, IL, 60606

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Cresset Asset Management, LLC
June 2020 - Present · 5 yrs 8 mos
Previous Registrations
Pagnatokarp Partners, LLC
May 2018 - June 2020 · 2 yrs 1 mo
Hightower Securities, LLCBroker
February 2014 - March 2016 · 2 yrs 1 mo
Hightower Advisors, LLC
February 2014 - March 2016 · 2 yrs 1 mo
LPL Financial LLCBroker
May 2013 - March 2014 · 10 mos
US Financial Advisors, LLC
May 2013 - February 2014 · 9 mos
Lincoln Financial Securities CorporationBroker
June 2011 - May 2013 · 1 yr 11 mos
Lincoln Financial Securities Corporation
June 2011 - May 2013 · 1 yr 11 mos
Uvest Financial Services Group, INC.
August 2010 - May 2011 · 9 mos
Uvest Financial Services Group, INC.Broker
June 2006 - May 2011 · 4 yrs 11 mos
State Registrations2 states
TXVA
Advisor
Exams
No exam information available for this advisor.