Steven Faggiolly
Steven Faggiolly is a registered investment advisor at Wellth Advisory Services, LLC, based in Shorewood, IL, with 24 years of industry experience. Steven 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
Steven is involved with several business entities, primarily for tax and investment purposes, including Ascent Wealth Management Group LLC and SRP Holdings Group LLC. He also provides investment advisory services through Strategic Retirement Partners, dedicating nearly full-time hours to this activity.
Employment History
Current Registrations
Wellth Advisory Services, LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Global Retirement Partners LLC
Kestra Advisory Services, LLC
NFP Advisor Services, LLC
Kestra Investment Services, LLCBroker
NFP Retirement
Financial Telesis, INC.
Financial Telesis INCBroker
Transamerica Financial Advisors, INC.
Transamerica Financial Advisors, INCBroker
Waddell & Reed, INC.
Waddell & Reed, INC.Broker
State Registrations3 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.