Wealth Preservers, LLC (Crystal Lake)


Wealth Preservers, LLC is an adviser based in Crystal Lake. It manages $12 million of regulatory assets for 40 client accounts. It has been registered with the SEC as an adviser since 2010.

Wealth Preservers provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Wealth Preservers: assets under management

The assets under management (AUM) of Wealth Preservers, LLC is $12 million. The company doesn't manage any assets belonging to foreign clients.

The firm manages $10 million in discretionary accounts and $2 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $263.16 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $1 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Wealth Preservers, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Crystal Lake

The principal office where Wealth Preservers, LLC performs its advisory services is located at 1095 Pingree Road, Crystal Lake, IL 60014, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 815-788-6018 or by fax 815-788-6019. The normal business hours are 8:00-5:00 on Monday - Friday. You can find more information about the New York firm at www.wealthpreservers.com.

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