Megan Micek
Advisor at Vertex Partners
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 Vertex Partners
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
Downers Grove, IL 60515
Credentials
Series 66
Industry experience
3 years
Megan Micek is a financial advisor at Vertex Partners with a Series 66 designation and three years of industry experience. She has worked at several firms including LPL Financial LLC and Professional Wealth Advisors. In addition to her advisory role, she provides administrative support to Vertex Partners. Vertex Partners offers advisory services to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm emphasizes tailored portfolios based on clients' risk tolerance, time horizon, and liquidity needs, utilizing a range of investment strategies and ongoing portfolio monitoring.
Based on Vertex Partners
Based on Vertex Partners
Based on Vertex Partners
Fixed fees for financial planning and consulting services, negotiable, ranging from $500 to $15,000 depending on scope and complexity.
$0+: 0.30% – 2.00% annually, depending upon portfolio size, composition, services, and advisor $10,000+: varies by LPL program: e.g., $10,000 minimum for Optimum Market Portfolios Program, $25,000 minimum for Model Wealth Portfolios Program, $50,000 minimum for Manager Access Select Program $250,000+: minimums for Vestmark and Vise platforms (may vary by account)
Certain supervised persons offer securities brokerage and insurance products under separate commission-based arrangements.
Hourly fees for financial planning and consulting services, negotiable, ranging from $500 to $15,000 depending on scope and complexity.
Account minimum: $10,000 Fee-only: Investment management fees based on assets under management ranging from 0.30% to 2.00%; fixed and/or hourly fees for financial planning and consulting services ranging from $500 to $15,000 depending on scope and complexity; fixed project-based fees for retirement plan consulting up to $15,000 per annum.
3000 Woodcreek Drive, Suite 100
Downers Grove, IL 60515
Illinois
Vertex Planning Partners, Llc
2024 - Present (2 years)
LPL Financial
2022 - Present (4 years)
Professional Wealth Advisors
2022 - 2024 (2 years)
HighPoint Planning Partners
2020 - 2022 (2 years)
Biaggi's
2019 - 2020 (1 year)
Unemployed
2018 - 2019 (1 year)
Hooters
2014 - 2018 (4 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:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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Bank
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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.
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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