Ashley Janosek is a CFP-designated registered investment advisor at Trillium Wealth LLC, based in Yorkville, IL, with 1 years of industry experience. Ashley operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, High Net Worth, Investment Management, Retirement Planning. Their firm serves 629 clients with $540M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.75% |
Fees range up to a maximum annualized fee of 1.75% of assets under management. Alternatively, clients may negotiate a fixed annual fee ranging between $5,000 and $100,000. Fees are negotiable based on account size, asset types, complexity, and other factors.
Fee Estimator
Location
2625 N Bridge Street, Yorkville, IL, 60560
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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
Ashley works as an accountant at Trillium Tax, LLC, providing tax, bookkeeping, and accounting services since July 2024. This takes about 10-20% of her time, with minimal time spent during trading hours.
Employment History
Current Registrations
Trillium Wealth LLC
Previous Registrations
Cwm, LLC
Osaic Wealth, INC.Broker
Securities America, INC.Broker
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
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