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Arlington Heights Financial Advisors
Baril Advisors LLC
8 West Campbell Street
Arlington Heights, IL 60005
“Financial Planning & Investment Advisory Services”
Advisor Profile
Name:  Scott Baril
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Business Description

I provide a patient, disciplined approach for you to accumulate, preserve and transfer wealth. My focus is to align your personal goals with your financial resources so that you have peace of mind and enjoy life to its fullest. Together, we build a strong lifetime relationship based on integrity, trust and confidence.
 

General Information

Gender:    Male
CRD#:    5209434
States Licensed in:    Illinois
Years of Experience in Financial Services:    2
Number of Years with Current Firm:    2
I work with the following types of clients:    Individual Investors, Businesses
 

Education

Academic Background
 
MBA - University of Minnesota


BSBA - Drake University
 

Services

Investment Types:    Mutual Funds, Exchange Traded Funds (ETFs), Insurance, Bonds, Annuities, Stocks
 

Qualifications & Memberships

Certifications, Accreditations & Designations:    Certified Public Accountant (CPA)
Securities Licenses:    Series 65
Insurance and Annuity Licenses:    Casualty, Life, Health, Accident, Property, Disability, Long Term Care
Financial Organization Memberships:    American Institute of Certified Public Accountants (AICPA), National Association of Personal Financial Advisors (NAPFA)
 

Firm Information

Number of Advisors in Office:    Up to 10 employees
 

Compliance

Registered Investment Advisor:    Yes
Investment Advisor Representative:    Yes
I am an acknowledged fiduciary:    Yes
Compliance Disclosures in Last 5 years:    I have a clean record
Criminal Disclosures in Last 5 years:    I have a clean record
 

Compensation & Fees

I am a fee-only financial professional:    Yes
Minimum Portfolio Size for New Managed Accounts:    see below
Compensation Methods:    Hourly, Based on Assets, Flat Fee
Fee % Based on Assets:    see below
Additional Details on Charges:    Minimum fee for investment advisory services is $300 per calendar quarter.

Asset Management Fee Schedule:
1.00% up to $500,000
.75% from $500,001 to $1,000,000
.50% over $1,000,001
Minimum Fee Charged for Managed Accounts:    $300/qtr
Minimum Fee Charged for Hourly Planning Accounts:    $125
 
 
 
Prepared By: Scott Baril