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Located in Lake Forest, Illinois, we serve clients throughout the Midwest and beyond. Reach out to start a conversation about your financial future.
Frequently Asked Questions
Answers to help you
get started.
Here are answers to questions we hear most often from families considering our services.
Who is &Partners and why do you work with them?
&Partners is our broker-dealer and registered investment advisor, providing the platform and resources that allow us to serve our clients effectively. They offer institutional-quality investment solutions, robust technology, and comprehensive compliance support while allowing us to maintain our independence and client-first approach.
What makes you different from other financial advisors?
Our team approach means you can benefit from the collective knowledge and experience of three Advisors and CFP® professionals, two AIF® designees, and one CRPC®, not just a single advisor. When you call, any team member can assist you, helping ensure seamless service and multiple perspectives on your financial situation.
Do you work with clients outside of Illinois?
Yes, we work with clients in any state. Our team serves individuals and families nationwide, with the ability to meet virtually whenever needed.
What types of clients do you work best with?
We work most effectively with individuals and families age 55 and above with investable assets of $1 million or more who value collaborative relationships and are actively engaged in their financial planning.
Where are my assets held?
&Partners has selected Fidelity Investments through its broker-dealer National Financial Services LLC (NFS) as our primary custodian. &Partners and NFS are members of the Securities Investor Protection Corporation (SIPC) which protects securities customers of its members when a brokerage firm is closed due to bankruptcy of other financial difficulties. &Partners and NFS provide coverage in excess of the traditional SIPC coverage.
How often will we meet to review my financial plan?
We believe in open communication and typically schedule formal reviews at least annually, with additional meetings as needed for life changes or market events.
Do you charge fees or commissions?
We work on a fee-based model, and we’ll clearly explain all costs during our initial consultation.
How do you help with tax planning?
Tax planning is integrated into all aspects of our financial planning process, and we coordinate with your tax professional to help ensure strategies are implemented effectively.