Herman Tkach
Herman Tkach is a CFP-designated registered investment advisor at Soltis Investment Advisors, LLC, based in Oakbrook Terrace, IL, with 19 years of industry experience. Herman operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Estate Planning, High Net Worth, and 3 more. Their firm serves 5,414 clients with $12B 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 $1.0M | 1.25% |
| $1.0M - $2.0M | 1.15% |
| $2.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.80% |
Fees for accounts over $10,000,000 are negotiable. Fees may vary depending on services provided and can be negotiated on an individual basis. Performance-based fees may be offered for certain qualified accounts.
Fee Estimator
Location
18W140 Butterfield Rd., Suite 1500, Oakbrook Terrace, IL, 60181
Get directionsHistory
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
Herman is on the board of his condo association and the RSJ division of JUF. He also holds insurance licenses and is an insurance producer for life, health, and variable contracts.
Employment History
Current Registrations
Soltis Investment Advisors, LLC
Previous Registrations
Mercer Global Advisors INC.
U.S. Bancorp Investments, INC.Broker
Advice and Planning Services
Tiaa-Cref Individual & Institutional Services, LLCBroker
Nadler Financial Group, INC.
Ausdal Financial Partners, INC.Broker
TD Ameritrade, INC.
Amerivest Investment Management, LLC
TD Ameritrade, INC.Broker
Ameriprise Financial Services, INC.Broker
Ameriprise Financial Services, INC.
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.
Exams
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