Jeremy Schares is a CFP-designated registered investment advisor at Waverly Advisors, LLC, based in Oak Brook, IL, with 18 years of industry experience. Jeremy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 12,463 clients with $28B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Waverly Advisors charges an advisory fee for managing your investments, calculated as a percentage of the total value of your portfolio. The specific percentage ranges from 0.25% to 1.5% per year, depending on the amount you invest. Some clients pay a flat percentage, while others pay a declining percentage as the portfolio size increases. There may be a minimum annual fee. Some investment strategies, like individual stock strategies, may have an additional 0.25% annual fee.
Location
700 Commerce Drive, Suite 500, Oak Brook, IL, 60523
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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.
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Jeremy is a member of IQ Companies LLC since 2016 and WAAM TOPCO LLC since 2024, both holding companies. These activities are not investment-related and require minimal time.
Employment History
Current Registrations
Waverly Advisors, LLC
Previous Registrations
Strategiq Financial Group, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Primevest Financial Services, INC.
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.