Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!
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Last Updated - 13-Jun-2023
If you’re looking for qualified financial advisors in Local, , FinancialAdvisor.net is a useful resource. We've compiled a list of the 7 vetted financial advisors and non-vetted financial advisors in Local, , along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Local, have an average of 23 years of experience.
If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.
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Firm Name | Firm CRD# | Total AUM | No. of Clients | Fee Structure |
---|---|---|---|---|
MPS-LORIA FINANCIAL PLANNERS,LLC 7500 South County Line Road, Burr Ridge, IL, 60527-6955 | 122866 | $544,113,125 | 1591 | A Percentage of AUM, Hourly charges |
VIA IV INVESTMENTS, LLC 1333 Burr Ridge Parkway, Suite 200 Burr Ridge, IL, 60527 | 121992 | $188,847,759 | 564 | A Percentage of AUM, Performance Based, Other (DIRECT BILLING TO THE CUSTODIAN OF CLIENT ASSETS) |
UNIQUE WEALTH STRATEGIES 570 Village Center Drive, Ste 203, Burr Ridge, IL, 60527 | 323994 | $181,600,000 | 487 | A Percentage of AUM, Fixed Fees |
4WEALTH ADVISORS, INC. 745 Mcclintock Drive, Suite 150 Burr Ridge, IL, 60527-6490 | 129727 | $173,452,916 | 1019 | A Percentage of AUM, Hourly charges, Fixed Fees, Other (SHARES IN THIRD-PARTY ADVISORY FEES) |
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