Theodore Augustyniak
Theodore Augustyniak is a registered investment advisor at Creative Resources Investment Advisors LLC, based in Oakbrook Terrace, IL, with 19 years of industry experience. Theodore operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 66 clients with $19M 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 | 1.00% |
| $1.0M - $5.0M | 0.50% |
| $5M+ | 0.50% |
Thereafter, the annual rate is negotiable over $5 million AUM per household. At CRIA's discretion, CRIA may allow accounts of members of the same household to be aggregated for purposes of determining the advisory fee.
Fee Estimator
Location
18W 140 Butterfield Road, Suite 1500, Oakbrook Terrace, IL, 60181
Get directionsHistory
Regulatory History (2)
Regulatory
August 2015Regulatory
June 2009Other Business ActivitiesSells Insurance
Theodore is an insurance agent with Farmers Insurance Group through Augustyniak Insurance Agency, selling various insurance products nearly full-time. He also works as a consultant for merchant funding with Legend Advance Funding, dedicating minimal time to this activity.
Employment History
Current Registrations
Creative Resources Investment Advisors LLC
Previous Registrations
Legend Securities, INC.Broker
Newport Coast Asset Management, INC.
Newport Coast Asset Management
Newport Coast Securities, INC.Broker
Ariston Wealth Management, L.P.
Ariston Wealth Management, LP
Meyers Associates, L.P.Broker
Anderson & Strudwick, IncorporatedBroker
Anderson & Strudwick, Incorporated
Jesup & Lamont Advisors
Jesup & Lamont Securities CORPBroker
Jesup & Lamont Securities CORP.
Brewer Investment Advisers, LLC
Brewer Financial Services, LLCBroker
Interocean Wealth Management LLC
Interocean Securities LLCBroker
National Securities CorporationBroker
State Registrations6 states
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.