Carol Mcshera is a registered investment advisor at Fiducient Advisors LLC, based in Chicago, IL, with 13 years of industry experience. Carol operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 1,148 clients with $68B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fiducient Advisors offers investment management services to individuals through The Wealth Office®. Investment strategies are tailored to individual goals and objectives. Fees vary based on the scope of the engagement and the level of authority Fiducient has to make trades without asking you first. Fees are calculated as a percentage of the assets they manage. There is also a model portfolio program with a $50,000 minimum investment.
Location
500 W Madison Street, Suite 3260, Chicago, IL, 60661-4593
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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
Carol works at Sapers & Wallack, providing insurance and retirement planning services as a retirement plan consultant. This takes nearly all of Carol's time.
Employment History
Current Registrations
Fiducient Advisors LLC
Previous Registrations
Fiduciary Investment Advisors, LLC
Lion Street Advisors, LLC
Lion Street Financial, LLCBroker
Kestra Advisory Services, LLC
Kestra Investment Services, LLCBroker
Wells Fargo Funds Distributor, LLCBroker
State Registrations1 state
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.