| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 2.50% |
| $250K - $500K | 2.25% |
| $500K - $1.0M | 2.00% |
| $1.0M - $2.0M | 1.80% |
| $2.0M - $5.0M | 1.60% |
| $5.0M - $10.0M | 1.40% |
| $10M+ | 1.40% |
Fees are negotiated for amounts over $10,000,001. Using the previous tier's fee percentage as the starting point for negotiation.
940 N. Industrial Dr., Elmhurst, IL, 60126-1131
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Learn about disclosures →Andrew is a board member at large for the American Legion Post 42 Charitable Foundation, spending minimal time. He also owns The Palomo Gulch, LLC (holding family property), Pillar Financial Advisors (DBA for his financial planning practice), and 224 Marion St LLC (created to hold investment property). Andrew also does occasional insurance sales as needed for financial planning.