Gergana Vasileva
Gergana Vasileva is a registered investment advisor at Journey Financial Group, INC., based in Buffalo Grove, IL, with 12 years of industry experience. Gergana 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 373 clients with $280M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Journey Financial Group offers portfolio management services based on a percentage of the assets in your account. The annual fee is tiered, meaning the entire balance of the managed accounts in your household will be charged the fee in the corresponding tier. Fees are billed and payable monthly in arrears based on the assets under management balance at the end of the previous month. The advisory fee is negotiable, depending on individual client circumstances.
Location
1110 W. Lake Cook Road, Suite 265B, Buffalo Grove, IL, 60089
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Gergana works as a notary public, providing services to existing clients at no charge, dedicating minimal time to this. She also works as an Investment Advisor Representative for Journey Financial Group Inc, dedicating about half their time to this role.
Employment History
Current Registrations
Journey Financial Group, INC.
Previous Registrations
Osaic Wealth, INC.Broker
State Registrations1 state
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