Top financial advisors in Itasca, IL
We’ve curated a list of the best financial advisors in Itasca, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$5,917,746,495
Number of advisors
47 advisors
| $5,917,746,495 | 47 advisors | |
| 2 |
Assets under management
$235,777,305
Number of advisors
6 advisors
| $235,777,305 | 6 advisors |
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Itasca, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Itasca. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Balasa Dinverno Foltz LLC
Balasa Dinverno Foltz LLC is a financial advisory firm based in Itasca, Illinois. It currently has approximately $5,917,746,495 of assets under management and employs about 47 people. Balasa Dinverno Foltz LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
$5,917,746,495 under management
47 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesPortfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)Leslie Global Wealth, LLC
Leslie Global Wealth, LLC is a financial advisory firm based in Itasca, IL, established in 2012 by Barry D. Leslie. The firm offers comprehensive portfolio management services, financial planning, and referrals to third-party money managers. They provide tailored investment strategies, including long-term purchases, short-term purchases, margin transactions, and fixed income portfolio management. Clients can have investment discretion, allowing the firm to execute transactions on their behalf. The firm charges fees based on assets under management, with annual percentages ranging up to 2.50% for comprehensive portfolio management. Financial planning services are offered on a flat fee or hourly basis, ranging from $500 to $25,000 for flat fees and $125 to $500 per hour for hourly fees. Leslie Global Wealth, LLC does not accept performance-based fees and requires a minimum account balance of $250,000 for comprehensive portfolio management services. The firm acts as a fiduciary, ensuring they act in the best interests of their clients. Clients' funds and securities are held with a qualified custodian, and the firm does not have physical custody over client assets. Leslie Global Wealth, LLC prioritizes client privacy and security, with policies in place to protect personal information. Clients receive annual privacy policy notices and are informed about the firm's privacy practices.
$235,777,305 under management
6 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesSelection Of Other Advisers
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Itasca, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Itasca. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
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