Amanda Plonski is a CFP-designated registered investment advisor at Cresset Asset Management, LLC, based in Chicago, IL, with 13 years of industry experience. Amanda 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 4,631 clients with $72B 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 $5.0M | 1.25% |
| $5.0M - $10.0M | 1.10% |
| $10.0M - $25.0M | 0.90% |
| $25.0M - $50.0M | 0.80% |
| $50M+ | 0.70% |
Also offers a "Waterfall Fee" schedule: $5M-$10M: 0.90%, $10M-$25M: 0.80%, $25M-$50M: 0.70%, $50M+: 0.60%. Minimum fee is the lesser of $25,000 or 2.00% of managed assets. Fees may be negotiable.
Fee Estimator
Location
444 W. Lake Street, Suite 4700, Chicago, IL, 60606
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Cresset Asset Management, LLC
Previous Registrations
Pagnatokarp Partners, LLC
Hightower Advisors, LLC
US Financial Advisors, LLC
Lincoln Financial Securities Corporation
Uvest Financial Services Group, INC.
State Registrations2 states
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