Andrew Gjertsen is a registered investment advisor at Engage Wealth Group, LLC, based in Northfield, IL, with 1 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 91 clients with $99M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Engage Wealth Group charges a fee based on a percentage of your portfolio or a flat annual retainer. The maximum fee is 1.50%, but it may be lower depending on the size of your account and other factors. Fees are billed monthly based on the average daily balance. If your portfolio is less than $400,000, you may be charged a minimum annual fee of $6,000, which could result in a higher percentage fee than 1.50%. This minimum fee may be waived at the firm's discretion.
Location
211 Waukegan Road, Suite 300., Northfield, IL, 60093
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Engage Wealth Group, LLC
State Registrations1 state
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