Strategic Advisors of Illinois
Strategic Advisors of Illinois provides asset management based on client goals and risk tolerance. They also offer pre- and post-retirement services and financial planning packages at different tiers. Asset management is offered exclusively through a wrap fee program. Financial planning is available on a standalone basis or bundled with asset management.
Fee Structure
Strategic Advisors of Illinois charges a maximum of 1.5% of your portfolio value per year for asset management services. This fee covers both investment advice and the cost of trading. The fee is negotiable based on the size of your account, the types of assets in it, and how often trades are made. Please refer to Appendix 1: Strategic Advisors Wrap Fee Program Brochure for information on wrap-fee program fees.