Anthony Gedwill is a registered investment advisor at Silver Oak Securities, INC., based in Northbrook, IL, with 10 years of industry experience. Anthony operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 8,671 clients with $2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Silver Oak Securities offers investment management through its Compass and AdvisorFX programs. The advisor fee is negotiable, with a maximum of 2% of assets. In addition to the advisor fee, there is a platform fee that includes a flat $45 per year and an asset-based fee between 0.08% and 0.15% for Compass accounts, and 0.20% for AdvisorFX accounts. Fees are billed quarterly or monthly, either in arrears or in advance. The platform fee covers access to account data, performance reporting, and other services.
Location
Northbrook, IL
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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
Silver Oak Securities, INC.
Silver Oak Securities, IncorporatedBroker
Silver Oak Securities, Incorporated
Previous Registrations
Sentinus, LLC
Halo Securities, LLCBroker
Alps Distributors, INC.Broker
Nuveen Asset Management, LLC
Nuveen Securities, LLCBroker
Invesco Advisers, INC.
Invesco Distributors, INC.Broker
Guggenheim Funds Distributors, LLCBroker
National Securities CorporationBroker
State Registrations2 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.