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 Sales
Highland Park, IllinoisCRD #151139
Typical Fee--
AUM$909M
Minimum--
Clients931

INSIGHT SECURITIES, INC.

Also Compensated via Brokerage
Highland Park, IllinoisCRD #5611
Typical Fee--
AUM$94M
Minimum--
Clients48

NEW VERNON INVESTMENT MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Highland Park, IllinoisCRD #160247
Typical Fee--
AUM$117M
Minimum--
Clients11

NEW VERNON WEALTH MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Highland Park, IllinoisCRD #164775
Typical Fee--
AUM$628M
Minimum--
Clients416

PRECISE INVESTMENT MANAGEMENT, INC.

Fee-OnlyAlso Compensated via Product Sales
Highland Park, IllinoisCRD #282557
Typical Fee--
AUM$186M
Minimum--
Clients39

WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Highland Park, IllinoisCRD #299595
Typical Fee1.25%
AUM$669M
Minimum--
Clients2,092
Fiduciary Advisors in Highland Park, Illinois | FiduciaryListings