DESPAIN INVESTMENT SOLUTIONS, LTD.

Overview

Despain Investment Solutions, Ltd. is a registered investment advisor based in Collinsville, IL. The firm primarily offers advisory services to individuals and small businesses, providing financial planning and portfolio management. They also manage foreign assets in addition to their domestic client base. Despain Investment Solutions, Ltd. currently manages $19.0M on a non-discretionary basis. The firm employs a team of 2 employees, with 1 of them regularly performing advisory functions. They use Td Ameritrade, Inc. as their sole custodian for all assets. Despain Investment Solutions, Ltd. is classified as a wealth manager and independent wealth advisor. They follow a fee structure that includes a percentage of assets under management, hourly charges, and fixed fees. Their client base consists of individuals and families. In terms of business activities, they are a registered representative of a broker-dealer and an insurance broker. Their advisory activities include financial planning services and portfolio management for individuals and small businesses.

Investments & Alternatives

Location & Offices