Advisor at Performance Wealth
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.
Firm
Performance Wealth
Location
Hinsdale, IL 60521
Credentials
CFP®, Series 65
Industry experience
6 years
Charles Lesser is a CFP® and Series 65-licensed advisor with five years of industry experience. He has worked at Performance Wealth Partners, LLC since 2019 and previously held roles at Balasa Dinverno Foltz LLC and EFG Advisors. Lesser’s background also includes positions at Illinois State University and Otis Elevator Company. Performance Wealth Partners is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, business entities, and retirement plans. The firm offers discretionary and non-discretionary wealth management, financial planning, and retirement plan advisory services, constructing customized portfolios primarily from low-cost mutual funds and ETFs with a predominantly long-term investment focus.
Based on Performance Wealth
Based on Performance Wealth
0.75% to 2.00% annually (wealth management fees vary based on factors including asset level, complexity, and relationship)
Performance-based compensation received as carried interest from pooled investment vehicles (Private Funds). No performance fees charged to advisory clients directly.
Account minimum: $500,000 Fee-only: Wealth management fees paid quarterly in advance, based on market value of assets under management at prior quarter end, ranging from 0.75% to 2.00% annually, negotiable.
36 E. Hinsdale Ave
Hinsdale, IL 60521
Illinois · Texas
Performance Wealth Partners, LLC
2021 - Present (5 years)
Balasa Dinverno Foltz LLC
2019 - 2020 (1 year)
EFG Advisors
2019 - 2019 (1 year)
UnEmployed
2018 - 2019 (1 year)
Otis Elevator Company
2017 - 2017 (1 year)
Illinois State University Means Center for Entrepreneurial Studies
2017 - 2018 (1 year)
Illinois State University
2016 - 2018 (2 years)
Otis Elevator Company
2016 - 2017 (1 year)
Illinois State University
2012 - 2016 (4 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Hinsdale, IL
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CFP®, CPA, RICP®
Naperville, IL
NexJenn Financial Services
I believe that everyone should have access to a professional advisor who understands their needs and can help them achieve the lifestyle they desire. As a financial advisor, I am dedicated to learning about your personal goals and using them to build a retirement plan tailored to your unique situation. NexJenn Financial Services was founded in response to the demand for financial planning from my tax clients. Often squeezed between spending for their kids’ education, caring for an elderly relative and saving for their own retirement, many were anxious about their financial future. I have enjoyed helping my clients find a balance and focus on building a strong financial future. I am a CPA® and CERTIFIED FINANCIAL PLANNER Professional®, as well as a Retirement Income Certified Professional®. Additionally, I am a member of the National Association of Personal Financial Advisors and the XY Planning Network. In my spare time, my husband and I volunteer at a homeless shelter. I also love to bike and travel and am an aspiring photographer. I have been married for 30 years and together with my awesome husband, we’ve raised three awesome kids.
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