Vernon Armour is a registered investment advisor at Uhlmann Investment Management, L.L.C., based in Skokie, IL, with 34 years of industry experience. Vernon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 456 clients with $270M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
13 advisors
Number of Clients
456 clients
Average Client Portfolio
$599K average
Assets Under Management
$273.2M

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $2.0M1.75%
$2.0M - $3.0M1.50%
$3.0M - $4.0M1.25%
$4M+1.00%

UIM may negotiate its fee or exclude certain investments from the fee calculation at its discretion.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

5202 Old Orchard Road, Suite 250, Skokie, IL, 60077

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Vernon is an advisor at Uhlmann Investment Management LLC, providing investment advisor services. This takes a few hours per week.

Employment History
Current Registrations
Uhlmann Investment Management, L.L.C.
November 2009 - Present · 16 yrs 5 mos
Uhlmann Price Securities, LLCBroker
August 2007 - Present · 18 yrs 8 mos
Previous Registrations
William Blair & Company L.L.C.
September 2006 - August 2007 · 11 mos
William Blair & Company L.L.C.Broker
January 1992 - August 2007 · 15 yrs 7 mos
State Registrations13 states
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AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.