Jack Hallier
Jack Hallier is a CFP-designated registered investment advisor at Patrick M. Sweeney & Associates, INC, based in Libertyville, IL, with 4 years of industry experience. Jack operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 86 clients with $250M 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 $500K | 0.80% |
| $500K+ | 0.60% |
Fees are negotiable. The minimum annual fee is $800.
Fee Estimator
Location
900 Technology Way, Suite 260, Libertyville, IL, 60048
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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
Patrick M. Sweeney & Associates, INC
Previous Registrations
Raymond James & Associates, INC.Broker
Raymond James & Associates, INC.
Kestra Advisory Services, LLC
Kestra 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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