Investment Consulting Services, LLC

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Client assets under management

Clients

100% high-net worth

Advisors

of 3 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Very Low

Average account size

About

Investment Consulting Services, LLC provides financial planning, investment management, wealth management, and retirement plan consulting to high‑net‑worth individuals and employer‑sponsored retirement plans. The firm operates primarily in an advisory capacity and reported $0 in discretionary assets under management and $4.7 billion in assets under advisement as of December 31, 2024.

The firm’s investment process is built around Modern Portfolio Theory and asset allocation, using a blend of passive and active fund selections, mutual fund/ETF and collective investment trust analysis, and tools such as cyclical and charting analysis in its research. For retirement plans, ICS offers both non‑discretionary fiduciary consulting (ERISA 3(21)) and discretionary fiduciary services (ERISA 3(38)), including IPS development, DIAs/QDIAs selection, model allocation construction, and ongoing monitoring.

Compared with many peers, ICS serves a very small, concentrated client base (six clients) while advising on a large dollar value of assets, reflecting a focus on high‑value plan and HNW relationships rather than serving non‑HNW individual clients. The firm is fee‑only, does not accept sales commissions or participate in wrap programs, relies on an institutional Schwab custodial platform for execution and reporting, and implements trades on an individual‑account basis rather than aggregated block trading.

Client services

Portfolio management Pension consulting

Investment consulting to h&w funds and non qualified trusts

Expertise

Cash flow / budgeting College savings (529s, UTMA, etc.) Retirement income strategy General estate planning guidance General tax planning

Fee options

Fixed

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

Other

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

Main office location

Investment Consulting Services, LLC

1 E. 22 Nd Street, Suite L100

Lombard IL 60148, United States

Number of offices

Most active in

Illinois · Indiana · Kansas · Louisiana · Minnesota · Missouri · New Jersey · New York · North Dakota · Pennsylvania · Tennessee

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

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.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website 630-928-1052

Advisors at this firm

Jason T

Series 63, Series 66

Shawnee, KS

Investment Consulting Services, LLC

Jason Tucker is a financial advisor with Investment Consulting Services, LLC, holding Series 63 and Series 66 designations and 23 years of industry experience. His prior roles include positions at American Century Investment Services, Inc., Creative Planning, and GWFS Equities, Inc. He is based in Shawnee, Kansas. 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 employs a Modern Portfolio Theory-based investment process that combines passive and active fund selections and offers both discretionary and non-discretionary fiduciary services for retirement plans.

Cash flow / budgeting College savings (529s, UTMA, etc.) Retirement income strategy General estate planning guidance General tax planning

Eric C

CFA®

Lombard, IL

Investment Consulting Services, LLC

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.

Cash flow / budgeting College savings (529s, UTMA, etc.) Retirement income strategy General estate planning guidance General tax planning

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