Ilirjan Shkurti is a CFA-designated registered investment advisor at Whistle Stop Financial Advice, based in Birmingham, MI, with 11 years of industry experience. Ilirjan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.25% |
| $500K - $1.5M | 0.19% |
| $1.5M - $3.0M | 0.15% |
| $3.0M - $5.0M | 0.12% |
| $5M+ | 0.10% |
Fee Estimator
Location
Birmingham, MI
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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 →Other Business Activities
Ilirjan works as a financial counselor for Henry Ford Health, dedicating about half of his time during trading hours. This activity is not investment-related.
Employment History
Current Registrations
Whistle Stop Financial Advice
Previous Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Hantz Financial Services, INC.
Hantz Financial Services, 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.