Laureate Wealth Management, LLC fees and pricing
Financial planner in Glen Ellyn, Illinois. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 30, 2026, Laureate Wealth Management, LLC charges an annual fee of $25,000-$75,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change, so confirm with the firm before you hire them.
- Annual fee
- $25,000-$75,000/yr
“The fees for this service typically range between $25,000 and $75,000 annually.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Laureate Wealth Management, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Asset-based fees are payable quarterly in advance.”
- “The fees will be prorated if the investment advisory relationship commences otherwise than at the beginning of a calendar month or quarter.”
- “Such fees will be billed directly to client for the Family Office Services performed.”
How Laureate Wealth Management, LLC’s fees compare
- Its annual fee of $25,000-$75,000 is above the Illinois median of $7,500. 97% of the 77 other Illinois planners that publish an annual fee charge less.
About Laureate Wealth Management, LLC
“Laureate Wealth Management may prepare an investment policy statement based on the client’s investment objectives, goals, tolerance for risk and such other factors unique to the client, and provide appropriate recommendations and implementation decisions.”
- Firm size: 6 employees.
- Registered as an adviser: 2026.
Planning areas mentioned in the brochure
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1% a year
- Minimum
- $1,000,000 in assets (stated in brochure)
- Clients
- 34
- Employees
- 6
- Works with
- High net worth individuals and pooled investment vehicles
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and selecting other advisers
- Assets managed
- $121,931,019
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 172519
- Phone
- (312) 300-6765
Can advise clients in 4 states: Illinois, Minnesota, Tennessee, Texas
Other planners in Glen Ellyn that publish fees
- Cedar Capital, LLCGlen Ellyn$8,000
- 15 Wealth Advisors LLCMundelein$250-$10,000/yr
- 1ST Advantage Financial Advisers, LLCLombard$200/hr
- Alo Financial PlanningMount Prospect$3,000
- Altair Advisers, LLCChicago$200-$500/hr
- Altman AdvisorsChicago$500/hr, $25,000
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.