Finding a Top Financial Advisor Firm in Aurora, Illinois
Handing control of your assets to a financial advisor firm can be a nerve-racking event, so it’s crucial to make sure you find the right advisor for your needs. To make that decision easier, SmartAsset put dozens of hours of research into finding the top financial advisor firm in Aurora, Illinois. Our financial advisor matching tool is another way to find an advisor. After answering a few questions, you’ll be paired with an advisor in your area.
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Clear Perspective Advisors, LLC
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How We Found the Top Financial Advisor Firm in Aurora, Illinois
SmartAsset only considered U.S Securities and Exchange Commission (SEC)-registered financial advisor firms in Aurora, Illinois for this list, as SEC-registered firms are bound by fiduciary duty to act in clients’ best interests at all times. If a firm had any disciplinary issues, did not have financial planners on staff or did not offer individual accounts, it was removed from contention. The only remaining firm appears below.
More than three-quarters of the individual clients who work with Clear Perspective Advisors, LLC are not considered high-net-worth individuals. The fee-based financial advisor firm requires a minimum account size of $250,000. The four-person advisory group at this firm has a total of five certifications, with three certified financial planner (CFP) and two chartered financial analyst (CFA) distinctions between them.
This firm charges clients commissions when trades are made in their accounts, in addition to fees based on a percentage of your assets under management and specific fixed-rate fees. If you choose to start a relationship with this firm, you may be offered insurance policies or have securities traded in your account that will result in commissions for your advisor. The firm is a fiduciary though, so it is required to act in your best financial interest no matter what.
Clear Perspective Advisors, LLC Background
Clear Perspective Advisors, LLC is independently owned by three members of the firm: wealth advisors Stewart Beach, Michael Morcos and Jonathan Hylton. The firm has been in business since 2011, but its advisors average 18 years in the financial services field.
There firm offers ample services, including:
- Current investment consulting
- Investment plan creation
- Cash-flow projections
- Retirement planning
- Estate planning
- Tax management and mitigation
- Charitable giving
- Wealth transition
- Business succession
- Third-party manager consultation and recommendation
Clear Perspective Advisors, LLC Investing Strategy
Before building an investment plan, Clear Perspective Advisors says its advisors need to know your risk tolerance, time horizon, cash flow, financial objectives and need for liquidity. Once these are made clear, Clear Perspective can begin to formulate a portfolio that not only follows your personal stipulations, but also takes into account tax minimization, market inflation and a healthy balance between risk and return.
This firm is open to using a rather long list of investment types when fleshing out a portfolio, but they can be narrowed down to very distinct areas. Equities, exchange-traded funds (ETFs), exchange-traded notes (ETNs), government and corporate securities and pooled investments make up the vast majority of the investments the firm uses in client portfolios.