Fiduciary advisors in Highland Park, IL
6 registered advisers
Residents of Highland Park, Illinois looking for fiduciary financial advice have 6 SEC-registered options locally. 4 operate strictly fee-only, with no compensation from product manufacturers.
FORT SHERIDAN ADVISORS LLC
Clean RecordAlso Compensated via Product SalesTypical Fee--
AUM$909M
Minimum--
Clients931
INSIGHT SECURITIES, INC.
Also Compensated via BrokerageTypical Fee--
AUM$94M
Minimum--
Clients48
NEW VERNON INVESTMENT MANAGEMENT LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$117M
Minimum--
Clients11
NEW VERNON WEALTH MANAGEMENT LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$628M
Minimum--
Clients416
PRECISE INVESTMENT MANAGEMENT, INC.
Fee-OnlyAlso Compensated via Product SalesTypical Fee--
AUM$186M
Minimum--
Clients39
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee1.25%
AUM$669M
Minimum--
Clients2,092