Kevin Reilly is a registered investment advisor at Colliers Securities LLC, based in Chicago, IL, with 16 years of industry experience. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 739 clients with $280M in assets under management.
Compensation
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Fee Structure
Colliers Securities offers investment advisory services through different programs.
Colliers Director Program (Non-Wrap): Clients pay an annual advisory fee, negotiable up to 2.5% of assets, billed quarterly. This fee covers investment advice and reporting but doesn't include ticket charges for trades or custodial fees.
Dana Direct Program (Wrap): Clients pay an annual advisory fee, negotiable up to 2.5% of assets, billed quarterly. This fee includes investment advice and reporting but doesn't include ticket charges for trades or custodial fees. Dana Investment Advisors also assesses their own fee.
Envestnet Programs (Wrap): Clients pay an annual advisory fee to Colliers Securities, plus a separate Envestnet program fee. These fees are charged quarterly. The Envestnet program fee covers transaction costs and account administration. The advisory fee may be negotiable.
Location
216 N. May Street, Suite 2A, Chicago, IL, 60607
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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.
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Current Registrations
Colliers Securities LLCBroker
Colliers Securities LLC
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State Registrations51 states
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