Brian Huckstep is a CFA-designated registered investment advisor at Huckstep Asset Management, LLC, based in Oak Park, IL, with 6 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 26 clients with $10M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.50% |
| $1.0M - $2.0M | 0.40% |
| $2M+ | 0.30% |
Rates are for investment management only services. For clients desiring both comprehensive financial planning and investment management, the fees are 0.70% for the first $1M, 0.50% up to $2M, and 0.30% above $2M. Fees are negotiable and paid quarterly in arrears.
Fee Estimator
Location
Oak Park, IL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Huckstep Asset Management, LLC
State Registrations1 state
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Exams
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