Shannon Maloney is a registered investment advisor at Wellth Advisory Services, LLC, based in Shorewood, IL, with 29 years of industry experience. Shannon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 2,383 clients with $24B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1.0M - $2.0M | 1.50% |
| $2M+ | 1.00% |
Fees are negotiable. WELLth Advisory Services also uses LPL Financial's advisory programs, which have maximum fees ranging from 1.35% to 2.95%.
Fee Estimator
Location
Shorewood, IL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Shannon is a Director at Strategic Retirement Partners, focusing on Defined Benefit and ESOP plans, dedicating about a quarter of her time. She is also a member of Given to Fly, LLC (for tax/investment purposes) and SRP Advisory Services LLC, spending minimal time on each.
Employment History
Current Registrations
Wellth Advisory Services, LLC
Previous Registrations
Global Retirement Partners LLC
Kestra Advisory Services, LLC
NFP Advisor Services, LLC
NFP Retirement
Kestra Investment Services, LLCBroker
Financial Telesis, INC.
Financial Telesis INCBroker
Diversified Investors Securities CORP.Broker
Barclays Global Investors ServicesBroker
Diversified Investors Securities CORP.Broker
Sei Investments Distribution CO.Broker
State Registrations5 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.