FAQs

How do you charge for your services?

For clients who have assets under management we charge 1% of the value of your account. We bill once a quarter and the fees are automatically pulled from your Schwab account
For Financial Planning clients we bill 0.25% of your net worth. This is billed monthly. If you have assets under management also, that amount is subtracted from your net worth when we calculate your financial planning fee.

Do I have to be a performing artist to work with you?

No. We are open to helping anyone who needs it. Although we have unique experiences that allow us to understand the sometimes tricky financial lives of artists, that knowledge by no means is exclusive to them.

Can you help with tax planning?

Tax planning is part of our financial planning process for financial planning clients.

What's the difference between fee-only and commission-based advisors?

Fee-only financial planners are registered investment advisors, which means they have a fiduciary duty to put their clients’ best interests first. They don’t earn commissions or take fees from selling products, so their advice tends to be more objective. Because of this, fee-only advisors usually provide more thorough, well-rounded guidance.

If I need something, how do I get a hold of you?

You can call the main office line at 312-748-7484, or email info@fleur-de-lisfinancial.com

As a client, how often do we meet?

We have a group of meetings when you first onboard that allow us to get a picture of your entire financial situation to better assist you. After those initial onboarding meetings, we have two meetings a year set to catch up. One in the spring and one in the fall. However, you are free to book a meeting anytime you need.

What is your investment philosophy?

At Fleur-de-lis Financial, our investment philosophy is built on disciplined, long-term strategies tailored to each client’s goals. We focus on diversification, cost efficiency, and risk management to help preserve and grow wealth.