Flat / fixed fees in Lake Forest, IL

4 advisers in Lake Forest 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 4

Crescent Grove Advisors100 South Saunders Road, Suite 210 · Lake Forest, IL 60045 · (847) 752-0292 · Financial planningCRD 170912 · % of assets, Hourly charges, Fixed fees · $5.5 billion AUMSEC registeredNo commissions reported Horizon Capital Management, LLCOne Westminster Place, Suite 100a · Lake Forest, IL 60045 · (847) 738-0801 · Financial planningCRD 132113 · % of assets, Fixed fees · $136.2 million AUMSEC registeredNo commissions reported North Shore Private Asset Management, LLC222 E. Wisconsin Ave, Suite 102 · Lake Forest, IL 60045 · (888) 375-4918 · Financial planningCRD 130132 · % of assets, Hourly charges, Fixed fees · $572.6 million AUMSEC registeredNo commissions reported Obar Wealth Management LLC276 E Deerpath Rd, #556 · Lake Forest, IL 60045 · (847) 613-1282 · Financial planningCRD 332815 · % of assets, Hourly charges, Fixed fees · $2.3 million AUMState registeredNo commissions reported