Jeffrey Cullen
Jeffrey Cullen is a registered investment advisor at Wellth Advisory Services, LLC, based in Shorewood, IL, with 24 years of industry experience. Jeffrey 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 ActivitiesSells Insurance
Jeffrey is affiliated with several entities, including Strategic Retirement Partners and WELLth Advisory Services LLC, through which he provides investment advisory services, dedicating nearly full-time hours to Strategic Retirement Partners. He also has a minimal involvement with SRP Risk Management, an insurance agency, and spends a few hours per week as a healthcare consultant for Pretekt LLC.
Employment History
Current Registrations
Wellth Advisory Services, LLC
Previous Registrations
Global Retirement Partners LLC
LPL Financial LLCBroker
Srp Advisory Services LLC
Kestra Advisory Services, LLC
NFP Advisor Services, LLC
Kestra Investment Services, LLCBroker
NFP Retirement
Financial Telesis, INC.
Financial Telesis INCBroker
Nrp Financial, INC.Broker
Nrp Advisors, INC.
Cambridge Investment Research Advisors, INC.
Cambridge Investment Reserarch, INC.
Cambridge Investment Research, INC.Broker
Equitas America, LLCBroker
Correll CO. Investment Services CORP.Broker
State Registrations6 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.