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Charles Ronald Lesser

PERFORMANCE WEALTH PARTNERS, LLC·VERNON HILLS, Illinois
Unclaimed Profile
801 HEDGE MAPLE DR. #312, VERNON HILLS, IL 60061CRD# 6523791Firm CRD# 311735
01

About

Charles Ronald Lesser is a registered financial advisor based in VERNON HILLS, Illinois, affiliated with PERFORMANCE WEALTH PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

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Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
Fee-Only Advisory
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
03

Firm Overview

Firm
PERFORMANCE WEALTH PARTNERS, LLC
PERFORMANCE WEALTH
AUM
$2.5B
Regulatory assets under management
Employees
13
Total firm employees
View all advisors at PERFORMANCE WEALTH PARTNERS, LLC →
Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 6523791
Firm CRD# 311735
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Charles Ronald Lesser offer?
Charles Ronald Lesser specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management, Fee-Only Advisory. Contact their office in VERNON HILLS, Illinois for a consultation.
What are Charles Ronald Lesser's credentials?
Charles Ronald Lesser is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Charles Ronald Lesser located?
Charles Ronald Lesser is based in VERNON HILLS, Illinois, working with PERFORMANCE WEALTH PARTNERS, LLC. Their office serves clients in the VERNON HILLS metropolitan area and surrounding communities.
How does Charles Ronald Lesser charge for services?
Charles Ronald Lesser's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PERFORMANCE WEALTH PARTNERS, LLC?
PERFORMANCE WEALTH PARTNERS, LLC has approximately 13 employees and manages $2.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in VERNON HILLS
Edwin Thomas Watson — BCU WEALTH ADVISORS, LLCRichard Allan Orr — BCU WEALTH ADVISORS, LLCCharles Edward Smith — BCU WEALTH ADVISORS, LLCKenneth Scott Dryfhout — BCU WEALTH ADVISORS, LLCThomas Gerard Moore — BCU WEALTH ADVISORS, LLC
Nearby cities in Illinois
CHICAGO (3944)OAK BROOK (135)NAPERVILLE (120)NORTHBROOK (119)EVANSTON (103)
City Guides
CHICAGO GuideOAK BROOK GuideNAPERVILLE GuideNORTHBROOK GuideEVANSTON Guide
Research
Advisor Fees in IllinoisNational Fee Analysis
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