Avenue 90
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Avenue 90 Financial LLC provides investment management and a range of financial planning services to individuals as well as charitable organizations, corporations, and other businesses. Services include discretionary portfolio management—primarily in ETFs and stocks—and financial planning delivered hourly, project-based, or on an ongoing basis.
The firm’s investment process is grounded in Modern Portfolio Theory and focuses on asset allocation across equities, fixed income, and cash, using a blend of passive and active strategies. Portfolios are generally constructed for longer-term holding periods, with discretionary trading authority, occasional block trading across client accounts, and planning work that covers cash flow, business planning, employee benefits, estate, and tax considerations.
What is distinctive is that, despite being a solo independent adviser with modest assets under management, the firm also provides portfolio management to institutional-type clients such as charities and businesses—an arrangement that is uncommon among peers. The firm’s principal holds both CFP® and CFA credentials, and the adviser requires custody on an institutional Schwab platform, which brings access to institutional research and operational support while limiting custodian choice.
Client services
Expertise
Occupation focus
Fee options
Project-Based Financial Planning fees range from $1,000 to $15,000
$0 - $100,000: 0.90% $100,001 - $1,000,000: 0.45% $1,000,001+: 0.30%
$250 per hour
Ongoing Financial Planning fees range from $1,500 to $15,000 per year, paid monthly or quarterly in advance
Account minimum: $25,000 Fee-only: Investment Management fees are negotiable; Financial Planning fees are hourly, fixed/project-based, or ongoing; no commissions or sales-related compensation.
Main office
Palos Park IL
Advisors at this office
1
Most active in
Illinois · Texas
Also doing business as
Avenue 90 · Avenue 90 Financial LLC · Fortunely LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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