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
| $284,940,831 | 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.
Methodology
To generate our top financial advisors list in New Lenox, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case New Lenox. 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.
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 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 New Lenox, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case New Lenox. 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.
Your first meeting is free.