Sheila Gugliuzza
Sheila Gugliuzza is a CFP, ChFC-designated registered investment advisor at Charles Schwab & CO., INC., based in Schaumburg, IL, with 29 years of industry experience. Sheila operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.80% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.30% |
| $25M+ | 0.30% |
Fee schedule effective October 1, 2024. Clients enrolled prior to this date may have grandfathered fee schedules. Fees may be negotiable for assets over $25 million.
Fee Estimator
Location
1160 N Plaza Drive, Schaumburg, IL, 60173
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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
Sheila owns a rental property in Kihei, Hawaii, since 2018. This requires about 10-20% of her time and is not investment-related.
Employment History
Current Registrations
Charles Schwab & CO., INC.Broker
Charles Schwab & CO., INC.
Previous Registrations
TD Ameritrade, INC.Broker
Financial Engines Advisors L.L.C.
Advice and Planning Services
Tiaa-Cref Advice and Planning Services
Tiaa-Cref Trust Company, Fsb
Tiaa-Cref Individual & Institutional Services, LLCBroker
TD Waterhouse Investor Services, INC.Broker
State Registrations1 state
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