Jacob Kadisak
Advisor at Kadisak Financial Services, Inc.
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 Kadisak Financial Services, Inc.
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
Naperville, IL 60563
Credentials
CFP®
Industry experience
7 years
Jacob Kadisak is a CFP® professional with 7 years of industry experience, currently serving as an advisor at Kadisak Financial Services, Inc. in Naperville, IL, where he has worked since 2011. The firm provides discretionary investment management and financial planning to individual and trust clients, including both high-net-worth and non-high-net-worth households. Kadisak Financial Services manages approximately $65.5 million across about 77 client relationships, using an actively managed, tactical asset-allocation approach focused on diversified mutual funds and ETFs, with services that include retirement planning and employer retirement plan reviews.
Based on Kadisak Financial Services, Inc.
Investment Policy preparation: $350 one-time fee; Retirement Plan: $750 (if with Investment Plan) or $1,000 stand-alone; revisions $250 each; additional analysis $250 or more.
$0 - $1,000,000: 1.0% $1,000,001+: 0.5%
Other consulting services at $350 per hour (negotiable)
Account minimum: $100,000 or agree to pay the minimum fee of $1,000 per year Minimum fee: $1,000 per year minimum fee on asset management Fee-only: Fee-only basis; no commissions, rebates, bonuses, or finder’s fees accepted.
710 E. Ogden Ave, Suite 130
Naperville, IL 60563
Illinois
Kadisak Financial Services, Inc.
2011 - Present (15 years)
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Is not active or affiliated with:
Insurance agent
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They provide trust and estate administration services, typically for separate fees.
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Accountant / CPA / tax prep
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Lawyer
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Real estate agent
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