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).
Current Firm Details
Stern Investment Advisors, LLC
By the Numbers
-
Total Assets Under Management12MILLION
-
Total Number of Accounts8ACCOUNTS
-
Average Account Value$1,500,000
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Other
Advisory Services Offered
- 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)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
IL
Financial Advisors at Stern Investment Advisors, LLC
No Advisor Found.
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