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Stabile Investment Management
SEC-regulated
Registered investment advisor
Stabile Investment Management, LLC, based in Downers Grove, IL, was established in June 2007 and began operations in February 2008. The firm offers investment management services on a discretionary and non-discretionary basis, as well as investment advice on an hourly basis. Clients' investment goals, risk tolerance, and unique circumstances are considered to create personalized investment plans. The firm manages 53 accounts totaling $70 million on a discretionary basis and 11 accounts totaling $4.46 million on a non-discretionary basis. Investment consulting services are available at a rate of $200 per hour, with no minimums and fees negotiable. The minimum annual fee for managed portfolios is $5,000, with fees ranging from 1.15% for assets under $1 million to 0.40% for amounts over $7 million. Stabile Investment Management does not charge performance-based fees and primarily serves individuals and high net worth clients. The firm invests in a variety of securities, including stocks, bonds, mutual funds, and ETFs, with a focus on long-term investment opportunities and risk management. Brian H. Wilson, the principal owner, has a background in finance and extensive experience in the investment industry. Stabile Investment Management is a registered investment adviser acting in a fiduciary capacity, with no disciplinary actions against the firm or its principal.
This firm is a Regulated Investment Advisor
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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