Megan Trolley is a registered investment advisor at Wholestory Wealth LLC, based in Kenilworth, IL. Megan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 7 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 2.00% |
| $500K - $1.0M | 1.00% |
| $1.0M - $10.0M | 1.00% |
| $10M+ | 0.90% |
Flat dollar fees apply to specific tiers ($5,000 for $250k-$500k; $10,000 for $500k-$1M), represented as percentage equivalents in the schedule. Fees are negotiable.
Fee Estimator
Location
Kenilworth, IL
Get directionsHistory
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 →Employment History
Current Registrations
Wholestory Wealth LLC
State Registrations2 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.
Exams
More Advisors
- Alan Nadolna, ChFCCetera Investment Advisers LLC
- William Fitzgerald, CFAFitzgerald Asset Management, LLC