Illuminate Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$120,089,076
Total clients
62
47% high-net worth
Total advisors
1
of 4 employees
Firm size
Supported
1-3 advisors, or $200M+ in AUM
Average clients per advisor
62
Average account size
$1,936,921
Client services
Fee options
Fixed fees for Virtual Family Office services starting at $75,000 annually; Limited Scope Financial Projects fees range from $3,000 to $15,000; Virtual CFO services range from $1,250 to $7,500 per month plus onboarding fee.
$0 - $4,000,000: $32,000 per year fixed fee for Wealth Management $4,000,000 - $10,000,000: $32,000 plus 0.60% of net worth above $4,000,000 per year for Wealth Management $10,000,000+: Negotiable, starting at $68,000 per year for Wealth Management $0 - $1,000,000: 1.00% of AUM for Wealth Planning and Stand-Alone Investment Management $1,000,000 - $3,000,000: $10,000 plus 0.8% over $1,000,000 for Wealth Planning and Stand-Alone Investment Management $3,000,000+: $26,000 plus 0.6% over $3,000,000 for Wealth Planning and Stand-Alone Investment Management
Account minimum: No minimum account size required; however, minimum annual fees apply per service type as follows: $75,000 for Virtual Family Office services, $32,000 for Wealth Management services, $12,000 for Wealth Planning services, and $5,000 for Stand-Alone Investment Management services. These minimum fees may be waived at the firm's discretion. Minimum fee: Minimum annual fees of $75,000 for Virtual Family Office, $32,000 for Wealth Management, $12,000 for Wealth Planning, and $5,000 for Stand-Alone Investment Management services; fees may be waived or reduced at firm's discretion. Fee-only: Fee-only investment advisory services; no commissions charged.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Main office location
Illuminate Wealth Management
777 N. Lake Zurich Road, Suite 125 C
Barrington IL 60010, United States
Number of offices
6
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