Vidarrow Investment Advisors
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$12,610,307
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
16
38% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
16
LowAverage account size
$788,144
About
Vidarrow Investment Advisors is a fee-only, independent advisory firm operated by a single adviser that serves individuals (including high-net-worth clients), employer-sponsored pension and profit-sharing plans, charitable organizations, and businesses. The firm provides discretionary investment management, comprehensive financial planning, retirement plan consulting and management, and group educational seminars.
The firm develops personalized investment policies and asset allocation targets informed by modern portfolio theory and a combination of fundamental, technical, and cyclical analysis. Portfolios may blend passive and active strategies, incorporate outside managers when appropriate, and include monitoring of held-away accounts and tax considerations to align with each client’s objectives.
Distinctive elements of the practice include ongoing retirement plan consulting and plan management services — including acting in ERISA fiduciary roles and delivering participant education — offerings that are less common among single-adviser independents. The firm’s principal brings a corporate finance background and professional designations in accounting and financial planning, and the brochure also highlights a structured program of paid educational seminars and speaking engagements as part of the service mix.
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Educational seminars or workshops
Expertise
Business ownership considerations
College savings (529s, UTMA, etc.)
Occupation focus
Founder/Business Owner
Executive
Fee options
Project-Based Financial Planning fixed fees range from $2,000 to $50,000; 90-Minute Financial Consulting Session fixed fee $950; Educational Seminars fees range from $2,000 to $50,000 per seminar.
$0 - $1,000,000: 1.35% $1,000,001 - $3,000,000: 1.10% $3,000,001 - $10,000,000: 0.90% $10,000,001+: 0.75%
$395 per hour for Project-Based Financial Planning
Fee-only: Financial planning fees: Ongoing Financial Planning starts at $9,600 annually; Project-Based Financial Planning fixed fees range from $2,000 to $50,000; Hourly rate $395; 90-Minute Financial Consulting Session fixed fee $950.
Main office location
Vidarrow Investment Advisors
171 West Wing Street, Suite 204 A
Arlington Heights IL 60005, United States
Number of offices
1
Most active in
Vidarrow Investment Advisors has reported serving >5 clients in these states in the last 12 months.
Illinois
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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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.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
LinkedIn
Facebook
Instagram
YouTube
Website
8473709432
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