Jama Grotelueschen is a CFP-designated registered investment advisor at Tenet Wealth Partners, LLC, based in Champaign, IL, with 1 years of industry experience. Jama operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Tenet Wealth Partners charges an annual management fee for investment management services, which includes financial planning. The fee ranges up to 1.0% annually and is charged monthly, in advance, based on the value of the account at the end of the billing period. The fee can be a fixed percentage, a fixed dollar amount, or a tiered fee schedule. A minimum annual fee may apply.
Location
301 N. Neil Street, Suite 303, Champaign, IL, 61820
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jama is the Head Girls Cross Country coach at Mahomet-Seymour High School, dedicating about half of their time to this role. Jama also serves as a board member for the Mahomet Seymour Schools Foundation, spending minimal time on fundraising and scholarship activities.
Employment History
Current Registrations
Tenet Wealth Partners, LLC
Previous Registrations
Sanctuary Advisors, LLC
State Registrations1 state
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