Shankervalleau Wealth Advisors, Inc.

ShankerValleau Wealth Advisors, Inc. is a SEC-registered investment adviser established in January 1993, located in Skokie, Illinois. The firm specializes in providing continuous Wrap Advisory Services, individual portfolio management, and financial planning services to clients. As a fiduciary, the firm acts in the best interests of clients, offering personalized investment strategies based on risk tolerance and financial goals. The firm primarily uses structured strategies by Dimensional Fund Advisors for investing in securities, focusing on capturing identified risks with reliable rewards at minimal costs. For Investment Supervisory Services, ShankerValleau charges an annual fee based on a percentage of assets under management, with a minimum account size requirement of $1,000,000. The firm sponsors a wrap fee program, managing assets for various client types, including individuals, high net worth individuals, and charitable organizations. ShankerValleau does not charge performance-based fees and maintains a transparent fee structure. The firm does not have any disciplinary events to disclose and provides detailed information on its brokerage practices, investment discretion, and proxy voting policies. As of 12/31/2024, ShankerValleau managed $550 million in client assets on a discretionary and non-discretionary basis.