Erik Gutierrez is a registered investment advisor at Vestgen Advisors, LLC, based in Chicago, IL, with 4 years of industry experience. Erik operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 22,790 clients with $6.7B 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 | 2.50% |
The annual fee ranges up to a maximum of 2.5% of assets held in the account. Fees are negotiable at the firm's discretion based on criteria such as account size, asset types, and relationship history.
Fee Estimator
Location
1 North Franklin, Suite 1850, Chicago, IL, 60606
Get directionsHistory
Regulatory History (1)
Judgment / Lien
December 2024Employment History
Current Registrations
Vestgen Advisors, LLC
Previous Registrations
Lake Street
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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