Marc Beausoleil
Marc Beausoleil is a CFP-designated registered investment advisor at Wellth Advisory Services, LLC, based in Shorewood, IL, with 18 years of industry experience. Marc 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
Marc operates several DBAs for his LPL business, including Strategic Retirement Partners and GPS Investment Advisors LLC, where he provides investment advisory services. He also owns rental real estate, dedicating minimal time to it.
Employment History
Current Registrations
Wellth Advisory Services, LLC
LPL Financial LLCBroker
Previous Registrations
Global Retirement Partners LLC
Kestra Advisory Services, LLC
Kestra Investment Services, LLCBroker
NFP Advisor Services, LLC
Princor Financial Services Corporation
Princor Financial Services CorporationBroker
Meridien Financial Group, INC.Broker
Nylife Securities LLCBroker
Waddell & Reed, INC.
Waddell & Reed, INC.Broker
State Registrations5 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.