Jenny Selvaggio is a CFP-designated registered investment advisor at Coyle, based in Glenview, IL, with 10 years of industry experience. Jenny 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 426 clients with $920M 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 $2.0M | 1.25% |
| $2.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.90% |
| $10.0M - $20.0M | 0.60% |
| $20.0M - $50.0M | 0.50% |
| $50M+ | 0.50% |
Fees negotiable for accounts over $50,000,000.
Fee Estimator
Location
2700 Patriot Blvd., Suite 440, Glenview, IL, 60026
Get directionsHistory
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 →Employment History
Current Registrations
Coyle
Previous Registrations
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
William Blair & Company L.L.C.
William BlairBroker
State Registrations1 state
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