Kathleen Valleau
Kathleen Valleau is a CFP-designated registered investment advisor at Shankervalleau Wealth Advisors, INC., based in Skokie, IL, with 6 years of industry experience. Kathleen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 5 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
Kathleen Valleau
Location
5215 Old Orchard Road, Suite 850, Skokie, IL, 60077
Get directionsHistory
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
Kathleen works as an accountant at ShankerValleau Accountants, Inc. since 2019, assisting with tax preparation. She is also a board member of The Kaufherr Resource Center since 2021.
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