Erik Gutierrez is a registered investment advisor at Vestgen Advisors, LLC, based in Chicago, IL, with 3 years of industry experience. Erik operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 9,453 clients with $3.5B in assets under management.
Compensation
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Fee Structure
VestGen Advisors charges a percentage of your portfolio annually for investment management. The exact percentage can vary up to a maximum of 2.5%, depending on factors like your relationship with the firm, the types of assets in your account, and the amount you invest. Fees are typically billed quarterly in advance, but may be billed in arrears in some cases. VestGen may also recommend third-party managers to manage your portfolio.
Location
1 North Franklin, Suite 1850, Chicago, IL, 60606
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Regulatory History (1)
Judgment / Lien
December 2024Employment History
Current Registrations
Vestgen Advisors, LLC
Previous Registrations
Lake Street
State Registrations1 state
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