Areas of Practice
Investment ManagementFinancial Planning & CoachingTax PlanningEstate PlanningHigh Net WorthBusiness Owners
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
15 clients
Average Client Portfolio
$2.8M average
Assets Under Management
$41.9M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 0.70% |
| $10.0M - $30.0M | 0.60% |
| $30.0M - $50.0M | 0.50% |
| $50.0M - $100.0M | 0.30% |
| $100.0M - $200.0M | 0.25% |
| $200M+ | 0.25% |
Fees negotiable for accounts over $200M.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Chicago, IL
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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 →Employment History
Current Registrations
Stevard LLC
October 2019 - Present · 6 yrs 5 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.