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Goldstone Financial Group, Llc
Oakbrook Terrace, Illinois
4.4
111 Reviews
Goldstone Financial Group, LLC is a reputable investment advisory firm headquartered in Oakbrook Terrace, IL. With a team of 8 experienced professionals, they specialize in providing comprehensive investment advisory services to their clients. Each investment advisor at Goldstone Financial Group manages an average of approximately $9,550,000 in assets under management, demonstrating their expertise in handling substantial portfolios.
The firm's compensation structure is diverse, including a percentage of assets under management and other incentives. They have cultivated a substantial client base, serving over 1,460 individual cli...see more
Assets Under Mgmt
$375.53M
Investment Professionals
8
Locations
7
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
- Hourly Charges
Services Provided Section
- Financial Planning Services
- Portfolio management for individuals and/or small businesses
Disclosures
- SEC or CFTC violation of regulation or statutes
- SEC or CFTC entered an order against you in connection to investment related activities
- SEC or CFTC imposed civil money penalty or cease and desist from an activity
- Found to have been involved in a violation of investment regulations or statutes by Federal regulatory agency
Reviews for Goldstone Financial Group, Llc
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