PERFORMANCE WEALTH
Hinsdale, Illinois
5.0
4 Reviews
Performance Wealth is a local investment advisory firm based out of Hinsdale, IL, with a strong presence in the financial industry. With three offices, the firm caters to a diverse client base, serving over 300 individual clients and managing an impressive $1,901,033,000 in assets. Specializing in discretionary asset management, Performance Wealth takes responsibility for 99% of the assets they manage, providing high-net-worth individuals with comprehensive and personalized financial solutions. The firm's compensation structure includes various types, such as a percentage of assets under management, ensuring a mutually beneficia...
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Assets Under Mgmt

$1.9B

Investment Professionals

7

Locations

2

% 401K & Individual

4%

% Discretionary

99%
Compensation Structure
A percentage of assets under your management
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pension consulting services
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