Thomas Ryan is a registered investment advisor at Hedeker Wealth LLC, based in Lincolnshire, IL, with 5 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 246 clients with $470M 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 $1000K | 1.65% |
| $1.0M - $5.0M | 1.25% |
| $5.0M - $10.0M | 1.00% |
| $10M+ | 0.80% |
Fee is negotiable depending on individual client circumstances. Similarly situated clients could pay different fees.
Fee Estimator
Location
One Overlook Point, Suite 610, Lincolnshire, IL, 60069
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Regulatory History
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.
Learn about disclosures →Employment History
Current Registrations
Hedeker Wealth LLC
Previous Registrations
Spectrum Management Group, INC.
State Registrations1 state
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