John Suchy is a registered investment advisor at Chicago Oakbrook Financial Group, based in Oak Brook, IL. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 1,380 clients with $1.2B 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 $250K | 1.25% |
| $250K - $500K | 1.00% |
| $500K - $1.0M | 0.90% |
| $1.0M - $2.5M | 0.80% |
| $2.5M - $5.0M | 0.75% |
| $5M+ | 0.65% |
Fees are negotiable. Certain legacy client relationships may be charged according to different schedules. Managed accounts holding strictly cash or cash equivalent positions will be charged a fixed fee of up to 0.40% annually.
Fee Estimator
Location
903 Commerce Drive,, Suite 300, Oak Brook, IL, 60523
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Regulatory History
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
Chicago Oakbrook Financial Group
Previous Registrations
Northwestern Mutual Investment Services, LLCBroker
State Registrations1 state
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