Jaana Virta-Gupta is a registered investment advisor at Winslow Financial LLC, based in Lake Bluff, IL. Jaana operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 189 clients with $98M 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 | 1.50% |
Investment Management fees range from 0.00% to 1.50% annually, depending upon the nature and complexity of the services. All fees are negotiable.
Fee Estimator
Location
11 N Skokie Hwy, Suite 306, Lake Bluff, IL, 60044
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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
Winslow Financial LLC
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.