Ian Cavallo is a registered investment advisor at Mcbeath Financial Group, based in Normal, IL. Ian 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, Insurance Planning, and 3 more. Their firm serves 227 clients with $220M 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 $100K | 1.70% |
| $100K - $300K | 1.65% |
| $300K - $600K | 1.60% |
| $600K - $1.0M | 1.55% |
| $1.0M - $1.5M | 1.50% |
| $1.5M - $2.0M | 1.35% |
| $2.0M - $3.0M | 1.30% |
| $3.0M - $5.0M | 1.00% |
| $5M+ | 0.80% |
Fee includes compensation received by the model provider and GeoWealth. Fees may be modified with 30 days' written notice and client consent.
Fee Estimator
Location
203 Landmark Drive, Suite A, Normal, IL, 61761
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Mcbeath Financial Group
State Registrations1 state
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