Top financial advisors in West Dundee, IL
We’ve curated a list of the best financial advisors in West Dundee, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$268,176,722
Number of advisors
5 advisors
| $268,176,722 | 5 advisors | |
| 2 |
Assets under management
$2,157,537
Number of advisors
5 advisors
| $2,157,537 | 5 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 West Dundee, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case West Dundee. 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.
Hendricks Wealth And Estate Management
Hendricks Wealth and Estate Management, operating as J.G. Hendricks Financial Services, LLC, is a financial advisory firm based in West Dundee, Illinois. Established in 2017, the firm specializes in providing investment advisory services to individuals and various clients. As a fiduciary, the firm is committed to acting in the best interest of clients. Services offered include Comprehensive Portfolio Management, Financial Planning & Consulting, and Retirement Plan Consulting. For Comprehensive Portfolio Management, clients can expect asset management, financial planning, and consulting services. The firm conducts client meetings to understand financial goals, risk tolerance, and investment objectives. Financial Planning & Consulting services cover various financial aspects such as investment planning, retirement planning, estate planning, and tax planning. Regarding fees, the maximum annual fee for Comprehensive Portfolio Management does not exceed 1.50%, billed quarterly in advance based on account value. Financial Planning & Consulting services are charged on an hourly or flat fee basis, with maximum fees set at $695 per hour and $10,000 flat fee. Retirement Plan Consulting fees are based on a percentage of Plan assets under management, not exceeding 1.50%. The firm does not charge performance-based fees and offers investment discretion to clients. Clients' assets are held at Charles Schwab & Co., Inc., with transactions executed through Schwab. The firm does not have custody of client funds or securities and does not accept proxy authority to vote client securities. Hendricks Wealth and Estate Management provides a comprehensive range of investment strategies, risk analysis, and financial planning services to help clients achieve their financial goals while maintaining transparency and acting in their best interests.
$268,176,722 under management
5 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 ServicesHero Investment Planners LLC
HERO Investment Planners, LLC is a financial advisor firm established in 2021, based in West Dundee, Illinois. The firm specializes in providing a wide array of investment advisory services to individuals, high net worth individuals, trusts, estates, charitable organizations, pension and profit sharing plans, and various types of businesses. As a fiduciary, the firm is committed to acting in the best interest of its clients. HERO offers services such as Comprehensive Portfolio Management, Financial Planning & Consulting, Use of Independent Managers, and Retirement Plan Consulting. For Comprehensive Portfolio Management, clients can expect asset management, financial planning, and consulting services with fees not exceeding 2.00% annually. Financial Planning & Consulting services are charged on an hourly or flat fee basis, with maximum hourly fees not exceeding $495 and flat fees not exceeding $20,000. The firm does not participate in performance-based fees or manage proprietary investment funds. Clients have the option to grant investment discretion to the firm, allowing them to execute securities transactions on their behalf. The firm does not accept proxy authority to vote client securities. HERO Investment Planners, LLC does not have any disciplinary events, and its representatives are licensed insurance agents and attorneys. The firm has established a relationship with Charles Schwab & Co., Inc. for custodial services, and clients receive account statements directly from the custodian. The firm has safeguards in place for third-party money movement and does not maintain physical custody of client assets. Clients have the option to grant investment discretion to the firm, allowing them to execute securities transactions on their behalf. The firm does not accept proxy authority to vote client securities.
$2,157,537 under management
5 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 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 West Dundee, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case West Dundee. 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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