Jonathan Berg is a registered investment advisor at Faircourt Partners, LLC, based in Lake Bluff, IL, with 12 years of industry experience. Jonathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 85 clients with $2.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Faircourt Partners charges a percentage of your portfolio annually for wealth management services. The specific fee is negotiable and can range from 0.25% to 0.50% per year, depending on factors like the size of your account and the complexity of the services provided. Fees are billed quarterly in advance.
Location
10 E. Scranton Ave, Suite 203B, Lake Bluff, IL, 60044
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Faircourt Partners, LLC
Previous Registrations
Principal Securities, INC.
Principal Securities, INC.Broker
State Registrations2 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.