Karl Suess is a registered investment advisor at Quincy Wells Advisors, LLC, based in Chicago, IL, with 11 years of industry experience. Karl operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 3 more. Their firm serves 78 clients with $45M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Great Point Advisors charges a percentage of your portfolio, an hourly rate, or a flat fee for wealth management services or financial planning. The fees are tailored to the specific services provided. When a client is using a fixed fee only service, there are additional fees the client will pay for, including reporting fees, custodial fees, transaction fees and third-party money manager fees.
Location
145 South Wells, Ste 1301, Chicago, IL, 60606
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Regulatory History (1)
Criminal
July 1992Other Business Activities
Karl is a real estate salesperson with Kale Realty and a real estate agent with Reva Capital Realty. He is also on the board of Beacon Hill Network and associated with Capitalize Wealth Management, LLC, dedicating full-time hours to the latter.
Employment History
Current Registrations
Quincy Wells Advisors, LLC
Great Point Capital LLCBroker
Great Point Capital LLC
Previous Registrations
Great Point Advisors, LLC
Concorde Asset Management, LLC
Concorde Investment Services, LLCBroker
Arete Wealth Advisors, LLC
Arete Wealth Management, LLCBroker
Ronin Capital, LLCBroker
303 Equity Trading Group II, LLCBroker
State Registrations10 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.