Fee-OnlyFinder

% of assets managed in Schaumburg, IL

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

All 11

Asbury Research LLC1901 N. Roselle Road, Suite 800 · Schaumburg, IL 60195 · (888) 960-0005 · Flat / fixed feesCRD 322202 · % of assets, Subscription fees · $38.2 million AUMState registeredNo commissions reportedCetera Investment Advisers LLC1450 American Lane, 6th Floor, Suite 650 · Schaumburg, IL 60173 · (310) 257-7880 · Financial planningCRD 105644 · % of assets, Hourly charges, Fixed fees · $256.8 billion AUMSEC registeredNo commissions reportedCl Wealth Management LLC425 N. Martingale Rd., Suite 1220 · Schaumburg, IL 60173 · (212) 388-6200 · Financial planningCRD 134922 · % of assets, Hourly charges, Fixed fees · $733.6 million AUMSEC registeredNo commissions reportedCox Financial Group, LTD.1051 Perimeter Drive, Suite 550 · Schaumburg, IL 60173 · (847) 240-0022 · % of assets managedCRD 123955 · % of assets · $68.5 million AUMState registeredNo commissions reportedKuhn Wealth Management INC.1827 Walden Office Sq, #500 · Schaumburg, IL 60173 · (847) 607-4976 · Hourly feesCRD 168727 · % of assets, Hourly charges · $150.8 million AUMSEC registeredNo commissions reportedLifepoint Planning1821 Walden Office Square, Suite 400 · Schaumburg, IL 60173 · (844) 505-3618 · Financial planningCRD 296911 · % of assets, Hourly charges, Fixed fees · $168.5 million AUMSEC registeredNo commissions reportedMonere Wealth Management, INC.20 N. Martingale Road, Suite 450 · Schaumburg, IL 60173 · (312) 585-3850 · Financial planningCRD 173076 · % of assets, Hourly charges, Fixed fees · $312.0 million AUMSEC registeredNo commissions reportedNavarro Asset Management, LLC1900 E. Golf Road, Suite 950 · Schaumburg, IL 60173 · (224) 517-1419 · Hourly feesCRD 318323 · % of assets, Hourly charges, Fixed fees · $94,815 AUMState registeredNo commissions reportedNorthwood Wealth Management, LLC1005 W. Wise Road, Suite 200 · Schaumburg, IL 60193 · (630) 335-3792 · Financial planningCRD 330088 · % of assets, Hourly charges, Fixed fees · $16.2 million AUMState registeredNo commissions reportedStephen Smith Financial INC.1701 East Woodfield Road, Suite 810 · Schaumburg, IL 60173 · (847) 881-8996 · Financial planningCRD 339402 · % of assets · $129.0 million AUMSEC registeredNo commissions reportedWorld Equity Group, INC.425 N Martingale Rd, Suite 1220 · Schaumburg, IL 60173 · (847) 342-1700 · Financial planningCRD 29087 · % of assets, Hourly charges, Fixed fees · $1.0 billion AUMSEC registeredNo commissions reported