WELLth Advisory Services, LLC is a registered investment advisor founded in 2024 and headquartered in Shorewood, Illinois. The firm provides wealth management, investment portfolio management, retirement plan consulting, and financial planning services to individuals, families, retirement plans, and institutional clients. For individual investors, WELLth Advisory Services tailors investment strategies using mutual funds, exchange-traded funds, and separately managed account programs, while also offering hourly and fixed-fee financial planning. The firm operates through a network of investment advisor representatives and utilizes third-party platforms and custodians such as LPL Financial, Schwab, and Axxcess Wealth Management to execute trades and provide administrative support. WELLth Advisory Services assists clients with retirement planning, asset allocation, portfolio monitoring, and overarching financial wellness.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1.0M - $2.0M | 1.50% |
| $2M+ | 1.00% |
Fees are negotiable on a client-by-client basis. Rates reflect maximum annual fees; specific program fees (such as LPL advisory programs) and third-party manager fees may apply separately.