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Norman Sehnoutka

9 Years of Experience
Naperville, IL
Sells Insurance

Norman Sehnoutka is a registered investment advisor at Naperville Private Wealth, LLC, based in Naperville, IL, with 9 years of industry experience. Norman operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 8 clients with $4.2M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
8 clients
Average Client Portfolio
$519K average
Assets Under Management
$4.2M

Fee Structure

Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.00%
$1.0M - $5.0M0.75%
$5M+0.50%

Fees may be negotiable at the sole discretion of the Advisor. The total blended fee, including the Advisor’s fee and the Independent Manager’s fee, will not exceed 2.00% annually.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Naperville, IL

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History

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.

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Other Business ActivitiesSells Insurance

Norman is a licensed insurance agent involved in insurance sales and implementation of insurance recommendations. This activity takes minimal time.

Employment History
Current Registrations
Naperville Private Wealth, LLC
December 2024 - Present · 1 yr 5 mos
Previous Registrations
Edward Jones
November 2020 - August 2024 · 3 yrs 9 mos
Edward JonesBroker
November 2020 - August 2024 · 3 yrs 9 mos
Morgan Stanley
January 2019 - December 2020 · 1 yr 11 mos
Morgan StanleyBroker
October 2018 - December 2020 · 2 yrs 2 mos
The Huntington Investment CompanyBroker
January 2017 - October 2018 · 1 yr 9 mos
The Leaders Group, INC.Broker
July 2016 - October 2016 · 3 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.
Norman Sehnoutka - Financial Advisor | TrueAdvisor