Assets Under Management
$299.2M
Number of Clients
105
Number of Advisors
N/A
Average Client AUM
$2.8M
AUM per Advisor
N/A
Compensation
Fee-Only (AUM)
Siligmueller & Norvid Wealth Advisors LLC provides financial planning and investment advisory services. They develop financial plans and client-specific investment plans based on client goals and circumstances. They primarily serve individuals with $1,000,000 or more in investment assets and manage assets on a discretionary basis.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 0.75% |
| $1.0M - $2.0M | 0.65% |
| $2.0M - $3.0M | 0.60% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.40% |
Fees can be adjusted with 90 days written notice.
586 Duane St., Suite 202, Glen Ellyn, IL, 60137