Angela Hart is a CFP-designated registered investment advisor at Veridian Private Wealth Management, based in Warrenville, IL, with 4 years of industry experience. Angela operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 4 clients with $8.3M 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 $3.0M | 1.00% |
| $3.0M - $6.0M | 0.80% |
| $6.0M - $10.0M | 0.65% |
| $10.0M - $20.0M | 0.50% |
| $20M+ | 0.40% |
Veridian Private Wealth Management reserves the right to customize client fee arrangements on a case-by-case basis.
Fee Estimator
Location
4320 Winfeld Road, Suite 200, Warrenville, IL, 60555
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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 →Other Business Activities
Angela is a licensed attorney and an active member of the IL Bar. She may receive compensation if she chooses to act in this capacity.
Employment History
Current Registrations
Veridian Private Wealth Management
Previous Registrations
Veridian Private Wealth Management
Northern Trust Securities, INC.Broker
State Registrations1 state
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