Advisor at Investment Resources Center
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
Investment Resources Center
Location
Palatine, IL 60074-6321
Credentials
Series 63, Series 65
Industry experience
16 years
Chetan Notaria is a financial advisor with Investment Resources Center in Palatine, IL, holding Series 63 and Series 65 designations and 16 years of industry experience. He has been associated with Planning Resources Center since 2001, where he also serves as president of an insurance agency and is involved in technology and business development consulting. Investment Resources Center provides personalized financial planning and investment advisory services to individuals and business entities, including corporations, pension and profit-sharing plans, estates, and trusts. The firm emphasizes asset allocation and offers proprietary model portfolios alongside customized management, with services that include retirement planning, tax-efficiency analysis, and estate-related investment guidance.
Based on Investment Resources Center
Based on Investment Resources Center
Fixed fees ranging from $300 and up for financial planning; Basic Financial Planning $500-$900 plus additional charges for businesses/trusts; Standard Financial Planning $900-$1,500 plus additional charges; Comprehensive Financial Planning $1,300-$2,000 plus additional charges; Financial Review $300-$500 plus additional charges
$0 - $500,000: 2.00% $500,001 - $1,000,000: 1.70% $1,000,001 - $2,000,000: 1.40% $2,000,001 - $4,000,000: 1.10% $4,000,001 - $7,000,000: 0.80% $7,000,001 - $10,000,000: 0.60% $10,000,001+: 0.40%
$300 per hour for financial planning services; $300 per hour for existing pension plan reviews
Account minimum: $100,000 Minimum fee: Minimum asset management fee of $1,000 annually Fee-only: Financial Planning hourly fee: $300/hour; Flat fees starting at $300; Financial planning fees range from $300 to $2,000 depending on service level and client type
728 East Northwest Highway, Suite 300
Palatine, IL 60074-6321
Illinois
Planning Resources Center
2001 - Present (25 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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.
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