IL
IL

Ingrid Lema Letzig

14 Years of Experience
Broker
Areas of Practice
Retirement PlanningInvestment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
62 advisors
Number of Clients
197,089 clients
Average Client Portfolio
$157K average
Assets Under Management
$30.9B

Fee Structure

Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $100K0.50%
$100K - $250K0.40%
$250K+0.30%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

4 Overlook Point, Lincolnshire, IL, 60069

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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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Employment History
Current Registrations
Alight Financial Advisors, LLC
January 2016 - Present · 10 yrs 1 mo
Alight Financial Solutions, LLCBroker
July 2015 - Present · 10 yrs 7 mos
Previous Registrations
Charles Schwab & CO., INC.Broker
October 1997 - March 2001 · 3 yrs 5 mos
Oppenheimerfunds Distributor, INC.Broker
January 1997 - October 1997 · 9 mos
State Registrations1 state
IL
Advisor
Exams
No exam information available for this advisor.
Ingrid Lema Letzig - Financial Advisor | TrueAdvisor