Our team of investment professionals is ready to help you build and protect your wealth.
Maple Grove Ave, 17 Willow Lane, Brookfield, IL 60513, USA
Our standard minimum investment for individuals is $250,000, though this may vary based on the specific investment strategy and service tier. We offer specialized services for high-net-worth individuals with investable assets of $1 million or more.
Clients receive comprehensive quarterly performance reports and have 24/7 access to our secure client portal for real-time portfolio information. Your dedicated investment advisor will also schedule regular review meetings based on your preferences.
Our fee structure is transparent and based on assets under management, typically ranging from 0.75% to 1.25% annually depending on portfolio size and complexity. We do not earn commissions on investments, eliminating potential conflicts of interest.
Absolutely! We offer a complimentary initial consultation with one of our investment advisors to discuss your financial goals, answer questions, and determine if our services are the right fit for your needs.