Overview
- Headquarters
- Hinsdale, IL
- Total Firm Assets
- $4.1 billion
- Average High-Net-Worth Client Portfolio Size
- $6.3 million
- Stated Minimum Account Size
- $500,000
Recent Rankings
Forbes 2025: 40
Forbes 2024: 45
Fee Disclosure
Source: PERFORMANCE WEALTH DISCLOSURE BROCHURE, WRAP FEE PROGRAM BROCHURE, AND PRIVACY POLICY (2026-02-02) · View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | and above | 2.00% |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $20,000 | 2.00% |
| $5 million | $100,000 | 2.00% |
| $10 million | $200,000 | 2.00% |
| $50 million | $1,000,000 | 2.00% |
| $100 million | $2,000,000 | 2.00% |
Actual fees may vary; other investment costs may apply.
Clients
- High-Net-Worth Share of Firm Assets
- 75.20%
- Number of High-Net-Worth Clients
- 485
- Total Client Accounts
- 2,673
- Discretionary Accounts
- 2,647
- Non-Discretionary Accounts
- 26
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Regulatory Filings
- SEC CRD Number
- 311735
- PERFORMANCE WEALTH DISCLOSURE BROCHURE, WRAP FEE PROGRAM BROCHURE, AND PRIVACY POLICY (2026-02-02) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗