Jacquelin Liautaud is a CFP-designated registered investment advisor at One Wild Life Advisors LLC, based in Chicago, IL, with 11 years of industry experience. Jacquelin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Gen X, and 5 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.20% |
This fee schedule applies only to certain legacy clients. All other clients receive bundled ongoing financial planning and investment management services for a fixed annual fee.
Fee Estimator
Location
Chicago, 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 →Employment History
Current Registrations
One Wild Life Advisors LLC
Previous Registrations
Tree Fort Financial, INC.
State Registrations3 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.
Exams
Additional Information
The world of personal finance can be complicated and overwhelming. We are passionate about offering personal financial services that are down to earth, understandable, and meet you where you are.