Top financial advisors in New Lenox, IL
We've curated a list of the best financial advisors in New Lenox, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | Assets under management $284,940,831 Number of advisors 36 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.
Get matched with an advisorMethodology
To find the top financial advisors in New Lenox, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
Comparing a company's EPS to industry averages and historical data provides a more comprehensive perspective. Still, other factors must also be considered, including the company’s growth prospects, industry dynamics, and the competitive landscape.
Interactive Financial Advisors
Interactive Financial Advisors (IFA) is a Registered Investment Adviser based in New Lenox, IL, established in 2003. The firm specializes in providing fee-only independent financial advisory services, including portfolio management, financial planning, and advisory consulting. IFA offers personalized services such as portfolio management on a fully discretionary basis, tailored to individual client needs and investment objectives. The firm's investment strategies are based on fundamental analysis and Modern Portfolio Theory, utilizing a computerized analytical tool for risk assessment. Clients can access services like Portfolio Management, Financial Planning, and Advisory Consulting, with fees based on a percentage of assets managed. The minimum initial account size for Invest With Trust and Legacy services is $1,000, with ongoing service fees applicable. IFA may recommend sub-advisors and third-party advisors, with compensation arrangements disclosed. The firm does not accept performance-based fees or engage in side-by-side management. Clients have the option to grant IFA discretionary authority over investment decisions, with accounts held at a qualified custodian. IFA does not vote client securities' proxies and does not provide financial information due to its federal registration status. The firm prioritizes client privacy and maintains strict confidentiality policies. In case of trade errors, IFA aims to rectify the situation promptly to ensure clients' accounts are restored to the correct position.
$284,940,831 under management
36 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Selection 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.
Get matched with an advisorMethodology
To find the top financial advisors in New Lenox, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
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