Dillow Wealth Management LLC
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About
Dillow Wealth Management provides wealth management, investment management, and financial planning to individuals, high net worth individuals, trusts, estates, businesses, and retirement plans. The firm offers both discretionary and non-discretionary services and acts as a fiduciary in its advisory engagements.
The firm constructs customized portfolios using low‑cost mutual funds and ETFs but also may incorporate individual stocks, bonds, independent managers, options contracts, structured notes, and alternative pooled investments (including limited partnerships) to meet client objectives. Dillow Wealth Management combines fundamental and technical analysis with a generally long‑term orientation while retaining the ability to trade more actively for rebalancing, hedging, or client cash needs.
What is distinctive about the firm is its small client base relative to assets under management: approximately 18 clients and about $106 million in AUM, resulting in a high level of assets per client compared with many peers. The firm’s documented use of pooled vehicles and derivatives alongside both discretionary and non‑discretionary mandates, together with an institutional custody relationship that provides operational support, differentiate its service mix from many similarly sized advisors.
Client services
Expertise
Fee options
Standalone financial planning services offered for fixed fees ranging from $10,000 to $100,000 per engagement, negotiable.
0.30% to 1.00% annually (range based on factors such as scope, complexity, asset level, and overall relationship)
Fee-only: Wealth management fees are charged quarterly in advance, based on prior quarter end market value of assets under management, ranging from 0.30% to 1.00% annually, negotiable.
Main office
700 Commerce Drive, Suite 500
Oak Brook IL 60523
Advisors at this office
2
Most active in
Illinois · Louisiana · Texas
Also doing business as
Dillow Wealth Management LLC · Silas Advisors, LLC · Silos Advisors, 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.
Advisors at this firm
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