Advisor at Hendricks Wealth and Estate Management — Algonquin, IL
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 65
Experience Industry experience
5 years
Location
Algonquin, IL 60102
Hendricks Wealth and Estate Management
Team
I became a financial advisor to provide me with a feeling of accomplishment through helping clients achieve various financial goals.
James Madl is a financial advisor at Hendricks Wealth and Estate Management with a Series 65 designation and four years of industry experience.
Hendricks Wealth and Estate Management advises individuals, high-net-worth clients, trusts, pension and profit-sharing plans, and business entities, offering portfolio management, financial planning, and retirement plan consulting.
The firm employs a range of analytical approaches and integrates financial planning with tax, insurance, and corporate-structure considerations, providing coordinated legal, tax, and insurance services through affiliated professionals.
Based on Hendricks Wealth and Estate Management
Up to $10,000 for financial planning and consulting services
Up to 1.50% annually
Up to $695 per hour for financial planning and consulting services
Fee-only: Hourly fees up to $695/hour; Flat fees up to $10,000; Retainer not exceeding $1,200 if services cannot be rendered within 6 months
Algonquin, IL
2403 Harnish Dr., Suite 201
Algonquin IL 60102
Advisors at this office
3
Illinois
5 years of industry experience
Endricks Wealth and Estate Management
2021 - Present • 5 years
West Dundee, IL
American Freight
2020 - 2021 • 1 year
Hoffman Estates, IL
Sears Outlet Stores, LLC
2018 - 2020 • 2 years
Hoffman Estates, IL
Sears Hometown & Outlet, LLC
2012 - 2020 • 8 years
Hoffman Estates, IL
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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