MCILRATH & ECK, LLC is a financial advisory firm that has been providing expert financial services to clients for over 25 years. Their experienced team of advisors understands the complexities of the financial world and is dedicated to helping each client achieve their financial goals. They have a strong reputation for excellence in the industry and are committed to providing comprehensive and personalized financial advice to their clients.
How does the advisor help clients – Key Takeaways:
At MCILRATH & ECK, LLC, the team of advisors works closely with each client to create a tailored financial plan that meets their specific needs and goals. They offer a wide range of financial services and solutions to help their clients build and manage their wealth, protect their assets, and plan for the future. Some key takeaways of their services include:
- Personalized financial plan based on individual needs and goals
- Comprehensive investment management and portfolio construction
- Retirement planning and wealth management strategies
- Estate planning and asset protection strategies
Facts and Insights
MCILRATH & ECK, LLC has been in business since 1993 and has a proven track record of success. They have a team of over 50 experienced advisors who have a combined experience of over 500 years in the financial industry. Their strong expertise and knowledge in financial planning and investment management has helped them create successful financial plans for thousands of clients. With a focus on providing personalized and holistic financial advice, the advisors at MCILRATH & ECK, LLC are dedicated to helping their clients achieve their financial goals.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $2 billion | 50+ | 25 years |
Source: MCILRATH & ECK, LLC
Financial Services Offered
MCILRATH & ECK, LLC offers a wide range of financial services to help clients achieve their financial goals. Some of their services include:
- Personalized financial planning and investment management
- Retirement planning and wealth management
- Estate planning and asset protection
- Education planning and college savings strategies
- Insurance planning and risk management
Client Types
MCILRATH & ECK, LLC serves a diverse range of clients, including individuals, families, high-net-worth individuals, and business owners. Their team of advisors has the expertise to cater to the unique needs and goals of each client, regardless of their financial situation.
Fees & Compensation
MCILRATH & ECK, LLC operates on a fee-only compensation model, which means they do not earn any commissions on their clients’ investments. This ensures that their advisors are always acting in the best interest of their clients and there are no conflicts of interest. The firm’s fees are based on a percentage of the assets under management, and they are transparent about their fees and compensation structure from the beginning of the client-advisor relationship.
Background
MCILRATH & ECK, LLC was founded in 1993 by Tom McIlrath and Bill Eck, who had a shared vision of providing comprehensive financial planning and investment management services to clients. Today, the firm is one of the top financial advisory firms in the country and has a strong team of experienced advisors who are dedicated to helping clients achieve their financial goals. The firm is headquartered in Chicago, Illinois, and has additional offices in various locations across the United States.
Financial Advisor Disclosures to Know
It is important for clients to understand any potential conflicts of interest when working with a financial advisor. MCILRATH & ECK, LLC is committed to transparency and will disclose any potential conflicts of interest to their clients, including any affiliations with other financial institutions or companies. They also have a code of ethics that all advisors must adhere to, ensuring the highest level of integrity and professionalism in their services.
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