John Omalley is a registered investment advisor at Eastgate Capital Advisors LLC, based in Winnetka, IL, with 10 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 89 clients with $260M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.95% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.75% |
| $4.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $15.0M | 0.50% |
| $15.0M - $20.0M | 0.40% |
| $20M+ | 0.35% |
Fees may be negotiated on the basis of the overall family relationship, complexity of services, number of accounts, and the specific needs of the family.
Fee Estimator
Location
560 Green Bay Road, Suite 200, Winnetka, IL, 60093
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Regulatory History
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.
Learn about disclosures →Other Business Activities
John is engaged as an attorney at Steven Spector LLC, an accounting, tax, and legal services firm, since 2012. He acts as counsel on tax, accounting, estate planning, and various legal matters, with hours varying as Eastgate Capital Advisors LLC builds business.
Employment History
Current Registrations
Eastgate Capital Advisors LLC
State Registrations1 state
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