Top financial advisors in Libertyville, IL
We’ve curated a list of the best financial advisors in Libertyville, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$915,284,686
Number of advisors
13 advisors
| $915,284,686 | 13 advisors | |
| 2 |
Assets under management
$136,484,606
Number of advisors
2 advisors
| $136,484,606 | 2 advisors | |
| 3 |
Assets under management
$15,086,005
Number of advisors
1 advisors
| $15,086,005 | 1 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 Libertyville, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Libertyville. 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.
Inspirion Wealth Advisors, LLC
Inspirion Wealth Advisors, LLC, established in 2012, is a financial advisory firm based in Libertyville, IL. Specializing in wrap comprehensive portfolio management, financial planning, and retirement plan consulting, the firm is owned by Inspirion Holdings, LLC, majority-owned by Inspirion Legacy Partners, LLC. Investment strategies include long-term and short-term purchases, margin transactions, and option writing. The firm manages $1,237,818,941 in assets under management as of December 31st, 2024. For fees, the firm offers negotiable rates for services such as wrap comprehensive portfolio management, financial planning, and retirement plan consulting. Hourly fees for financial planning start at $300, while flat fees range from $1,000 to $10,000. Retirement plan consulting fees are based on a percentage of plan assets under management, not exceeding 1.00%. The firm primarily uses Charles Schwab & Co., Inc. as the custodian/broker for client accounts, with services including investment research and technology support. The firm does not charge performance-based fees and provides investment discretion upon signing a discretionary investment advisory agreement. Clients receive at least annual account reviews and have the option to place reasonable restrictions on investments. The firm acts as a fiduciary, committed to providing fair and full disclosure and acting in the best interests of clients at all times.
$915,284,686 under management
13 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 BusinessesPension Consulting ServicesSelection Of Other AdvisersPatrick M. Sweeney & Associates, Inc
Patrick M. Sweeney & Associates, Inc. is a registered investment advisor founded in 2001, located in Libertyville, Illinois. The firm specializes in providing personalized investment management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. They offer services such as cash flow management, tax planning, insurance review, investment management, education funding, retirement planning, and estate planning. Clients maintain control over their assets, and the firm places trades under a limited power of attorney. The minimum new account size is $500,000, with exceptions for certain cases. Investment strategies include options, long-term purchases, short-term purchases, and more. The firm charges fees based on a percentage of assets under management, hourly charges, and fixed fees. They do not receive commissions or compensation from brokerage houses. Clients receive quarterly updates and periodic reviews. The firm's principal owner, Patrick M. Sweeney, is a Certified Public Accountant (CPA) and Certified Financial Planner (CFP®). John G. Ferguson, also a CFP®, serves as Vice President and Associate. The firm maintains strict confidentiality and information security measures. Clients are encouraged to compare account statements and performance reports. Patrick M. Sweeney & Associates, Inc. does not vote proxies on securities and does not receive any portion of trading fees.
$136,484,606 under management
2 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 BusinessesForester Capital Management Ltd
Forester Capital Management Ltd. is a registered investment advisor specializing in customized portfolio management for investment companies and separate accounts for institutions and high net worth clients. Founded by Thomas H. Forester in 1999, the firm focuses on large cap value, absolute return, and international equity portfolios. They manage client accounts on a discretionary or non-discretionary basis, with $2,926,208 managed on a discretionary basis as of December 31, 2024. The firm charges fees quarterly based on a percentage of assets managed, with international equity accounts at 1.35% and large cap equity accounts at 0.90%. Forester Capital Management Ltd. does not offer wrap fee programs and has a general policy discouraging accounts below $15 million, with exceptions made under special circumstances. Their investment strategies involve a four-step process focusing on undervalued large U.S. companies, with an emphasis on fundamental analysis and risk management. The firm does not accept performance-based fees and primarily serves high net worth clients and institutions. Clients receive regular account statements and quarterly reports, and the firm does not take custody of client funds or securities. Forester Capital Management Ltd. has no disciplinary history, and their financial condition is stable despite recent years without profit.
$15,086,005 under management
1 advisor
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Individuals And/or Small BusinessesPortfolio Management For Investment CompaniesPortfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
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 Libertyville, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Libertyville. 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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