John Piershale Wealth Management offers personalized investment management and financial planning services to individuals and high-net-worth clients. Founded in 2021 and based in Crystal Lake, Illinois, the firm designs tailored investment portfolios using modern portfolio theory, fundamental analysis, and tactical strategies, while taking into account each client's specific risk tolerance, tax situation, and financial goals. In addition to managing investment portfolios, the firm provides ongoing and one-time financial planning, tax planning, and hourly coaching to help clients navigate retirement, cash flow, estate planning, and insurance needs. The firm operates as a registered investment advisor and is committed to acting in the best interest of its clients.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.15% |
| $500K - $1.0M | 1.00% |
| $1.0M - $1.5M | 0.75% |
| $1.5M+ | 0.50% |
Fees are negotiable on a per-client basis and paid in advance on a quarterly basis.