Stacy League is a registered investment advisor at Wellth Advisory Services, LLC, based in Shorewood, IL, with 23 years of industry experience. Stacy 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
Stacy operates under several DBAs and business entities for her LPL business and investment advisory services. She is also a Managing Director at Pretekt, LLC, a healthcare consulting firm, dedicating minimal time to this non-fiduciary role.
Employment History
Current Registrations
Wellth Advisory Services, LLC
LPL Financial LLCBroker
Previous Registrations
Global Retirement Partners LLC
LPL Financial LLC
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
LPL Financial LLCBroker
Advantage Capital CorporationBroker
Charles Schwab & CO., INC.Broker
Fidelity Brokerage Services LLCBroker
State Registrations6 states
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