Fee-OnlyFinder

% of assets managed in Libertyville, IL

4 advisers in Libertyville offering % of assets managed. Firms that report charging a percentage of the assets they manage (Item 5.E(1)).

All 4

Encompass Wealth Management LLC1870 W Winchester Road, Suite 148 · Libertyville, IL 60048 · (847) 247-0064 · Financial planningCRD 152987 · % of assets · $11.1 million AUMState registeredNo commissions reportedInspirion Wealth Advisors, LLC900 Technology Way, Suite 130 · Libertyville, IL 60048 · (847) 918-9100 · Financial planningCRD 165174 · % of assets, Hourly charges, Fixed fees · $1.4 billion AUMSEC registeredNo commissions reportedPatrick M. Sweeney & Associates, INC900 Technology Way, Suite 260 · Libertyville, IL 60048 · (847) 277-7771 · Financial planningCRD 112802 · % of assets, Hourly charges, Fixed fees · $252.5 million AUMSEC registeredNo commissions reportedPrism Planning Partners321 S. Milwaukee Avenue · Libertyville, IL 60048 · (847) 250-9870 · Financial planningCRD 290485 · % of assets, Hourly charges, Fixed fees · $241.5 million AUMSEC registeredNo commissions reported