Michael Vodicka is a registered investment advisor at Vodicka Group, INC., based in Highland Park, IL, with 17 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning. Their firm serves 49 clients with $18M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
Annual fees range from 0.50% to 2.00% depending on the amount of assets under management. Vodicka Group has sole discretion to negotiate lower fees or waive fees in individual cases. For qualified clients, performance-based fees may apply consisting of the regular advisory fee plus 20% quarterly of returns above a high-water mark.
Fee Estimator
Location
Highland Park, IL
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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.
Learn about disclosures →Employment History
Current Registrations
Vodicka Group, 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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