103 Advisory Group manages investment portfolios and offers personalized financial planning and consulting services. 103 Advisory Group builds customized portfolios using mutual funds, exchange-traded funds, individual stocks, bonds, and other securities, tailoring its approach to each client's specific financial situation, goals, and risk tolerance. The firm also assists clients with retirement plan rollovers and coordinates with outside specialists when needed. 103 Advisory Group serves individuals and high-net-worth clients from its office in Chicago, Illinois.
Assets Under Management$260M
Clients89
Advisors2
Avg. per Client$2.9M
Avg. per Advisor$130M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Minimum Annual Fee:$2,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.5M | 1.00% |
| $2.5M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.40% |
| $25M+ | 0.40% |
Fees are negotiable based on client type, situation complexity, account composition, and total assets managed. There is a $2,500 minimum annual fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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