| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $1.0M | 1.50% |
| $1M+ | 1.25% |
Fees are negotiable. There is an additional investment management fee of 0.20% of assets.
Chicago, IL
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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 →Susan is involved with James B Szal & Co-Accounting Services, Signature Financial Services, LTD as an investment advisor representative, and Signature Brokerage Services, LTD as an insurance broker. She also owns The SLS Office LLC, an office building rental property.