Eric Cervantes is a CFA-designated registered investment advisor at Investment Consulting Services, LLC, based in Lombard, IL, with 1 years of industry experience. Eric operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 73 clients.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
ICS offers investment management services and wealth management services, both based on a percentage of the value of your investments. The annual fee will not exceed 2.00%. The fee is negotiable and will be listed in your client agreement.
Location
1 E. 22nd Street, Suite L100, Lombard, IL, 60148
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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.
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Eric is a partner in J&E Texas Properties, LLC, a rental property business, since March 2024. He dedicates minimal time to this activity.
Employment History
Current Registrations
Investment Consulting Services, LLC
State Registrations2 states
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.