Fee-OnlyFinder

Flat / fixed fees in Deerfield, IL

5 advisers in Deerfield offering flat / fixed fees. Firms that report fixed or subscription fees (Item 5.E(3)–(4)), such as a flat annual retainer or a one-time plan.

All 5

Alera Investment Advisors, LLCThree Parkway North, Suite 500 · Deerfield, IL 60015 · (847) 457-3000 · Financial planningCRD 287906 · % of assets, Hourly charges, Fixed fees · $5.3 billion AUMSEC registeredNo commissions reportedApril Asset Management LLC862 Swan Lane · Deerfield, IL 60015 · (312) 952-1788 · Financial planningCRD 342362 · % of assets, Hourly charges, Fixed feesState registeredNo commissions reportedCapital Resource Management,inc.770 Lake Cook Rd, Suite 370 · Deerfield, IL 60015 · (847) 948-1700 · Hourly feesCRD 106768 · % of assets, Hourly charges, Fixed fees · $593.2 million AUMSEC registeredNo commissions reportedE. A. Horwitz LLC1650 Lake Cook Rd., Suite 190 · Deerfield, IL 60015 · (224) 632-4600 · Financial planningCRD 165561 · % of assets, Fixed fees · $272.6 million AUMSEC registeredNo commissions reportedRoberts, Glore & CO.707 Lake Cook Road, Suite 210 · Deerfield, IL 60015 · (224) 330-6980 · Financial planningCRD 109792 · % of assets, Fixed fees · $938.4 million AUMSEC registeredNo commissions reported