| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K+ | 0.75% |
Fees are negotiable depending on various factors.
4722 Main St., Lisle, IL, 60532
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Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Michael owns shares in The Capital Markets Group, Inc via LCM Holdings, Inc. He is also involved with fixed insurance, Chicago Capital Investment Group, LLC, Kando Partners, LLC, Chicago Capital Management Advisors, LLC, Main St. Professional Building, LLC, BT Partners, LLC, LCM Holdings, Inc, Upward Foundation, and American Trust companies. He dedicates his time to various roles including CFO and RIA president.