Assets Under Management
$131.1M
Number of Clients
131
Number of Advisors
9
Average Client AUM
$1.0M
AUM per Advisor
$14.6M
Compensation
Fee-Only (AUM)Fixed/Hourly
Expressive Wealth LLC provides discretionary asset management, client-directed accounts, and ERISA plan services. They also offer financial planning and consulting for fixed or hourly fees. Investment strategies are tailored to client goals and risk tolerance.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.5M | 1.00% |
| $2.5M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.70% |
The annual fee is negotiable.
6650 N Northwest Hwy, Suite 1W, Chicago, IL, 60631