Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningInsurance PlanningHigh Net Worth
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
158 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$173.3M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable. No minimum account size.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
444 N Northwest Hwy., Suite 245, Park Ridge, IL, 60068
Get directionsHistory
Regulatory History
Clean regulatory record
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
Ian works as a teaching assistant at Kellogg Graduate School of Business since 2011, dedicating about a quarter of his time to this role. His duties include preparing class materials and grading.
Employment History
Current Registrations
Tetley Investments, LLC
September 2012 - Present · 13 yrs 6 mos
State Registrations1 state
IL
Advisor
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
No exam information available for this advisor.