Ian Burgess is a registered investment advisor at Clark Lewis, based in Oak Park, IL, with 7 years of industry experience. Ian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 14 clients with $1.3M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Clark Lewis offers ongoing financial planning and investment management services for a monthly fee, currently capped between $187.50 and $312.50 per month ($2,250 to $3,750 per year). The fee may be negotiable. The goal is to provide clients a greater opportunity to compound wealth. The firm only bills on the first $187,272 (in 2023) at 1.25%.
Location
137 N. Oak Park Ave., Ste 215 #237, Oak Park, IL, 60301
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Clark Lewis
Previous Registrations
Clark Lewis
Morgan Stanley
Morgan StanleyBroker
State Registrations1 state
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