Adam Kinsinger is a CFP-designated registered investment advisor at Shankervalleau Wealth Advisors, INC., based in Skokie, IL, with 2 years of industry experience. Adam operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 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
Adam Kinsinger
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
Adam works as staff at ShankerValleau Accountants, Inc., an accounting firm, assisting with tax preparation. This activity is not investment-related and takes a few hours per week.
Employment History
Current Registrations
Shankervalleau Wealth Advisors, INC.
State Registrations1 state
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