Eric Cervantes
Advisor at Investment Consulting Services, LLC
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 Investment Consulting Services, LLC
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
Lombard, IL 60148
Credentials
CFA®
Industry experience
1 year
Eric Cervantes is a CFA® charterholder with 20 years of experience at Investment Consulting Services, LLC, based in Lombard, IL. He has been with the firm since 2006. Outside of his advisory role, he is a partner in a rental property business in Texas. Investment Consulting Services, LLC provides financial planning, investment management, wealth management, and retirement plan consulting primarily to high-net-worth individuals and employer-sponsored retirement plans. The firm utilizes Modern Portfolio Theory and a combination of passive and active investment strategies, serving a small, concentrated client base with a focus on large-dollar assets.
Based on Investment Consulting Services, LLC
Based on Investment Consulting Services, LLC
Ongoing Financial Planning charged as a recurring fixed fee, paid monthly or quarterly, not exceeding $25,000 annually; one-time, project-based Retirement Plan fixed fees due upon completion
Account minimum: $500,000 minimum (may be reduced or waived on a case-by-case basis) Minimum fee: Ongoing Financial Planning fees up to $25,000 annually; Retirement Plan Services maximum fixed fee $200,000 annually
1 E. 22 Nd Street, Suite L100
Lombard, IL 60148
Illinois · North Dakota
Investment Consulting Services, LLC
2006 - Present (20 years)
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