Guadalupe Lechuga is a CFP-designated registered investment advisor at Audible Wealth Management, based in Alsip, IL, with 4 years of industry experience. Guadalupe operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 505 clients with $76M 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 $100K | 2.00% |
| $100K - $500K | 1.50% |
| $500K - $800K | 1.25% |
| $800K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
Fees are generally negotiable. Clients also pay an annual technology fee of $50 per account.
Fee Estimator
Location
Alsip, 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
Audible Wealth Management
Previous Registrations
Northwestern Mutual Investment Services, LLCBroker
State Registrations2 states
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