Systm Wealth Solutions
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Overview
Systm Wealth Solutions operates as a financial advisory company located in Chicago, Illinois. It administers $684.9 million in assets under management across 1,170 customer accounts, making it one of the bigger investment advisory firms in the country by assets under management (AUM). It has a small team, including 0 financial advisor. Systm Wealth Solutions is not a registered broker-dealer, meaning it cannot buy and sell securities for its accounts and those of its customers and instead must go through a broker-dealer company to do so. Securities are tradable financial investments like equities, bonds and options.
Systm Wealth Solutions oversees all of the company's client assets in a discretionary manner. Discretionary management signifies that transaction judgments for the client's account are made by a portfolio manager without needing to seek client consent. The investment advisory firm manages roughly $585,397 for every client account.
Systm Wealth Solutions's headquarters is located at 150 N. Riverside Plaza, Chicago, Illinois 60606. The firm is legally registered to provide services to customers throughout 51 U.S. states and territories.
Assets Under Management
Disclosures
Office Location
Systm Wealth Solutions by the Numbers
$684.9 million
11
1,170
$585.4 thousand
Fee Structure
Fees charged by financial advisors largely are based on which services the firm provides the client. However, fees charged by the company typically consist of the following fee type: asset-based. The company does not participate in a wrap fee program, in which the firm offers a bundle of services for a single fee.
Available
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Offered by 69% of firms
Percentage of Assets
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
Systm Wealth Solutions works with retail investors, high net worth investors and corporations. Out of its 1,170 customers, Systm Wealth Solutions's largest client by number of accounts is retail investors, but it also manages money for 12 high-net-worth individuals. The SEC defines a high-net-worth individual as an investor who has at least $750,000 in AUM or a net worth of more than $1.50 million or who counts as a "qualified purchaser" (a standard met by having at least $5 million in investments). None of the company's clients are represented by people from outside of the U.S.
- High-Net-Worth Individuals* - 1.03%
- Other Individuals - 94.27%
- Corporations - 4.7%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Systm Wealth Solutions does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Systm Wealth Solutions
Newton, MA
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