Vivienne Schleu
Vivienne Schleu is a registered investment advisor at National Wealth Management Group, LLC, based in Coconut Creek, FL, with 30 years of industry experience. Vivienne operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 1,065 clients with $330M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
NWMG offers investment management services where fees are charged as a percentage of your portfolio. The exact fee is determined by the advisor you work with and is based on factors like the complexity of your situation and the amount of assets being managed. Fees are negotiable, but cannot exceed 2.25% annually. Fees are paid quarterly, either in advance or after the quarter ends. There are also various programs sponsored by LPL Financial with maximum annual fees ranging from 1.35% to 2.25%.
Location
4171 W. Hillsboro BLVD, Suite 4, Coconut Creek, FL, 33073
Get directionsHistory
Regulatory History (3)
Customer Dispute
February 2018Customer Dispute
February 2018Employment Separation After Allegations
December 1995Other Business Activities
Vivienne is the president and part owner of Galleon Bay, a Florida land development company, dedicating minimal time. She also works as a Managing Director, CFO, and IAR for National Wealth Management Group, LLC, spending nearly full-time on this role, and co-owns Alpina Tax & Accounting Services, LLC, spending about 10-20% of her time.
Employment History
Current Registrations
National Wealth Management Group, LLC
LPL Financial LLCBroker
Previous Registrations
National Wealth Management Group, LLC
LPL Financial LLC
Investment Advisors International, INC.
World Group Securities, INC.Broker
Wma Securities, INC.Broker
United Securities Alliance, INC.Broker
State Registrations30 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.