Julia Shinneman
Julia Shinneman is a registered investment advisor at Shinneman Wealth Group, based in Northbrook, IL, with 1 years of industry experience. Julia operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 130 clients with $30M 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 $1.0M | 1.00% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.30% |
Fees are negotiable and may be waived or discounted for associates and their family members. SWG also has a sub-advisor relationship with AE Wealth Management, LLC, which has a separate fee schedule. In certain circumstances, AEWM may use additional model portfolios. There will be an additional annual fee between 0.03% and 0.53% when these model portfolios are provided.
Fee Estimator
Location
950 Skokie Blvd., Suite 307, Northbrook, IL, 60062
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 ActivitiesSells Insurance
Julia is a licensed insurance agent with Shinneman and Associates Ltd, dedicating about 40% of her time to offering insurance products. She also owns Positive Mental Wealth LLC, where she provides financial and wellness coaching, spending minimal time on this endeavor.
Employment History
Current Registrations
Shinneman Wealth Group
State Registrations3 states
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.