Lavonte Jones is a registered investment advisor at Sgl Financial, LLC, based in Buffalo Grove, IL, with 4 years of industry experience. Lavonte operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 884 clients with $420M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
The maximum advisory fee is 1.50% per year. Individual advisors are allowed to lower this fee subject to a minimum fee.
Fee Estimator
Location
1130 W. Lake Cook Road, Suite 150, Buffalo Grove, IL, 60089
Get directionsHistory
Regulatory History (1)
Criminal
July 2020Employment History
Current Registrations
Sgl Financial, LLC
Previous Registrations
J.P. Morgan Securities LLCBroker
Northwestern Mutual Investment Services, LLCBroker
State Registrations1 state
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
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