Jennifer Wyton is a CFP-designated registered investment advisor at Shankervalleau Wealth Advisors, INC., based in Skokie, IL, with 1 years of industry experience. Jennifer operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Corporate Executives, Education Planning, Estate Planning, High Net Worth, and 4 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
Jennifer Wyton
Location
5215 Old Orchard Road, Suite 850, Skokie, IL, 60077
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Jennifer owns Blackcidr Corporation, a software consulting company, dedicating a few hours per week. She also works as an accountant at ShankerValleau Accountants, Inc., assisting with tax preparation.
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
Additional Information
Jen graduated with Accounting and Mathematics degrees from Queensland University of Technology and holds a certificate in Financial Planning from Northwestern University. She began her professional career in 2002 with an Australian Chartered Accounting firm. In addition to the National Association of Personal Financial Advisors, she is a member of the Illinois CPA Society, the Financial Planning Association, and Chartered Accountants Australia & New Zealand. She and her husband moved to the Chicago area from Texas 5 years ago with their children. Jennifer joined ShankerValleau in 2023 and enjoys working closely with clients on their path to achieving financial success.