Brendon Pierce
Advisor at Chicago Oakbrook Financial Group
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Chicago Oakbrook Financial Group
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Oak Brook, IL 60523
Credentials
Series 63, Series 65
Industry experience
18 years
Brendon Pierce is a financial advisor with Chicago Oakbrook Financial Group, holding Series 63 and Series 65 licenses and 18 years of industry experience. His prior roles include positions at Allianz Global Investors and Commonwealth Financial Network. Outside of his advisory work, he is the owner of Fox Hill Ventures, LLC. Chicago Oakbrook Financial Group serves individuals, pension and profit-sharing plans, charitable organizations, and businesses with customized wealth management, discretionary portfolio management, and comprehensive financial planning. The firm employs a wide range of securities and investment strategies tailored to client objectives and maintains an institutional relationship with Raymond James for custodial and research support.
Based on Chicago Oakbrook Financial Group
Based on Chicago Oakbrook Financial Group
Up to $40,000 fixed fee for financial planning services
$0 - $250,000: 1.25% annually $250,001 - $500,000: 1.00% annually $500,001 - $1,000,000: 0.90% annually $1,000,001 - $2,500,000: 0.80% annually $2,500,001 - $5,000,000: 0.75% annually $5,000,001+: 0.65% annually
Up to $500 per hour for financial planning services
Account minimum: $500,000 Fee-only: Hourly fees up to $500 per hour; Fixed fees up to $40,000 for financial planning services
903 Commerce Drive,, Suite 300
Oak Brook, IL 60523
Illinois · Texas
Chicago Oakbrook Financial Group
2021 - Present (5 years)
Commonwealth Financial Network
2021 - 2024 (3 years)
Unemployed
2021 - 2021 (1 year)
Allianz Global Investors U.S. LLC
2016 - 2021 (5 years)
Allianz Global Investors Distributors LLC
2016 - 2021 (5 years)
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Lawyer
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Real estate agent
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Other specialized services
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