BG
BG

Blake Taylor Green

8 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
177 advisors
Number of Clients
4,540 clients
Average Client Portfolio
$13.7M average
Assets Under Management
$62.0B

Fee Structure

Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $5.0M1.25%
$5.0M - $10.0M1.10%
$10.0M - $25.0M0.90%
$25.0M - $50.0M0.80%
$50M+0.70%

Fees may be negotiable. Minimum fee is the lesser of $25,000 or 2.00% of Managed Assets.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Minimum Annual Fee:$25,000
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Location

444 W. Lake Street, Suite 4700, Chicago, IL, 60606

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Blake is an independent insurance agent.

Employment History
Current Registrations
Cresset Asset Management, LLC
June 2019 - Present · 6 yrs 8 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
March 2018 - June 2019 · 1 yr 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 2018 - June 2019 · 1 yr 3 mos
Hightower Securities, LLCBroker
October 2017 - February 2018 · 4 mos
State Registrations1 state
IL
Advisor
Exams
No exam information available for this advisor.