Stern Investment Advisors, LLC
Stern Investment Advisors, LLC (CRD# 131551) is a financial advisory firm headquartered in Chicago, IL. They manage $12,000,000 in 8 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management12MILLION
Total Number of Accounts8ACCOUNTS
Average Account Value$1,500,000
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
Daniel Stern (CRD# 1769600) is an Investment Advisor Representative working at Stern Investment Advisors, LLC in Chicago, IL and has over 30 years of experience in the finance industry.