Gretchen Radach is a registered investment advisor at Sikich Financial, based in Naperville, IL, with 2 years of industry experience. Gretchen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 1,236 clients with $920M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Sikich Financial offers investment management services through various platforms, including Osaic Wealth Management Platform, Envestnet Asset Management, SEI Sponsored Wrap Fee Program, and Charles Schwab & Co., Inc. Fees vary depending on the platform and the amount of your portfolio.
- Osaic Management Platform – Advisor Managed Portfolios (WMP-AMP Program): Fees range from 1.50% to 2.50% annually.
- Osaic Wealth Management Platform – Unified Managed Account Program (WMP-UMA Program): Fees range from 1.50% to 2.75% annually.
- SEI Sponsored Wrap Fee Program: Fees are 1.25% annually.
- Charles Schwab & Co., Inc.: Fees range from 0.35% to 1.25% annually.
Fees are negotiable and may vary based on the services provided. Some accounts may be subject to a minimum quarterly fee.
Location
1415 W. Diehl Road, Ste. 400, Naperville, IL, 60563
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Regulatory History (1)
Customer Dispute
May 2004Other Business Activities
Gretchen is the President of Gretchen Radach LLC, which is used for passive investments. She receives no compensation and spends no time on this activity during business hours.
Employment History
Current Registrations
Sikich Financial
Previous Registrations
Mcdonald Investments INC.
State Registrations1 state
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.