Assets Under Management

$109.7M

Number of Clients

147

Number of Advisors

N/A

Average Client AUM

$746K

AUM per Advisor

N/A

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

Hinsdale Associates offers separately managed accounts (SMAs) implemented through ETFs and mutual funds, managed on a discretionary basis. They also provide tailored financial planning services addressing wealth preservation, tax, retirement, and estate planning. New accounts are typically subject to a $100,000 minimum.

Fee Structure

Minimum Investment:$100K
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance Planning
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Location

15 Spinningwheel Road, Suite 226, Hinsdale, IL, 60521

0 Advisors at this firm

No advisors found for this firm.