Steven Gillhaus is a CFA-designated registered investment advisor at Mariner, based in Oakbrook Terrace, IL, with 14 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 11 more. Their firm serves 55,512 clients with $130B 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 - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.60% |
Fees are subject to negotiation. Subject to a minimum quarterly fee of $1,875. Certain alternative strategies and specialized accounts may incur separate strategy fees or third-party manager fees.
Fee Estimator
Location
One Mid America Plaza, Suite 500, 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 Activities
Steven is the elected treasurer for Farmington Bath and Tennis Club, a summer tennis and swim club. He manages memberships and maintains books and records, dedicating a few hours per week to this non-investment related activity.
Employment History
Current Registrations
Mariner
Previous Registrations
Savant Wealth Management
Mowery & Schoenfeld Wealth Management, LLC
BMO Harris Financial Advisors, INC.Broker
BMO Harris Financial Advisors, INC
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Schwab Private Client Investment Advisory, INC.
Northern Trust Securities, INC.Broker
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
More Advisors
- Michael Smith, CFPMariner
- Robert Basile, CFPMariner
- Brett Guendel, CFPMariner
- Jayne Witte, CFPMariner
- Pawel Gacek, CFPMariner
- William Howson, CFPMariner