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Expressive Wealth LLC

Headquartered in CHICAGO, IL

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Firm Information

Expressive Wealth LLC is a Chicago, IL-based registered investment advisor managing $124,784,836 in assets for 117 clients. The firm offers financial planning, pension consulting, portfolio management for individuals, and selection of other advisors. Expressive Wealth specializes in serving high-net-worth individuals and individuals other than high-net-worth.

Expressive Wealth LLC

6650 N NORTHWEST HWY

CHICAGO, IL 60631

$124.78M

Assets Under Management

Not reported

Total Clients

4

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (3)

EXPRESSIVE WEALTH LLC has a total of 3 branch locations across the country.

Advisors at Expressive Wealth LLC

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Disclosures

There are no public disclosures for Expressive Wealth LLC.

Frequently Asked Questions (7)

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