Janice Hennessy
Janice Hennessy is a CFP-designated registered investment advisor at Shankervalleau Wealth Advisors, INC., based in Skokie, IL, with 11 years of industry experience. Janice operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 222 clients with $550M 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 | 1.00% |
| $2.0M - $4.0M | 0.75% |
| $4.0M - $10.0M | 0.50% |
| $10M+ | 0.25% |
For all relationships under $1 million, the annual fee is 1.25%. Account size may be negotiable under certain circumstances.
Fee Estimator
Contact
Janice Hennessy
Location
5215 Old Orchard Road, Suite 850, Skokie, IL, 60077
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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 Activities
Janice works as an accountant at ShankerValleau Accountants, Inc., assisting with tax preparation. This activity is not investment-related and takes a portion of her time each month.
Employment History
Current Registrations
Shankervalleau Wealth Advisors, INC.
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.
Exams
Additional Information
Janice graduated with an accounting degree from the University of Illinois at Urbana-Champaign and completed the Program in Financial Planning at Northwestern University. She began her professional career in 1985 with a national public accounting firm. In addition to the National Association of Personal Financial Advisors, she is a member of the Illinois CPA Society. She and her husband, Jim, have resided in Gurnee for 14 years where they have enjoyed raising their three sons. Janice joined ShankerValleau in 2014 and enjoys helping clients achieve their financial goals.