Rikk Rodriguez
Rikk Rodriguez is a ChFC-designated registered investment advisor at Private Client Services, LLC, based in South Barrington, IL, with 13 years of industry experience. Rikk operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 3,251 clients with $1.1B 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 $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1000K | 1.50% |
| $1M+ | 1.25% |
Fees may be negotiable. The Investment Model Marketplace provides access to portfolios managed by third party managers, with subscription fees ranging from 0.15% to 1.00% in addition to the IAR advisory fee.
Fee Estimator
Location
1 Executive Court, Suite #5, South Barrington, IL, 60010
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Regulatory History (1)
Criminal
May 2025Other Business ActivitiesSells Insurance
Rikk is a co-trustee of a living trust and spends minimal time on this. Rikk also identifies insurance needs, sells non-variable annuities and insurance products, and services these accounts, dedicating a few hours per week. Finally, Rikk works at VestGen Advisors, LLC, a registered investment advisor, nearly full-time.
Employment History
Current Registrations
Vestgen Advisors, LLC
Private Client Services, LLCBroker
Previous Registrations
Osaic Wealth, INC.Broker
Osaic Advisory Services, LLC
Triad Advisors LLCBroker
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Chase Investment Services CORP.Broker
Chase Investment Services CORP.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.