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Doyenne Wealth Advisors

Headquartered in CHICAGO, IL

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Firm Information

Doyenne Wealth Advisors is an investment advisory firm based in Chicago, Illinois. They provide financial planning and portfolio management services to high-net-worth individuals and other individuals. The firm manages approximately $1.7 billion in assets for 764 accounts. Doyenne Wealth Advisors is registered with the Securities and Exchange Commission (SEC) under the Investment Advisers Act of 1940.

Doyenne Wealth Advisors

227 W MONROE STREET

CHICAGO, IL 60606

$1.71B

Assets Under Management

13

Total Clients

11

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

DOYENNE WEALTH ADVISORS has a total of 1 branch locations across the country.
location

CHICAGO, IL

Advisors at Doyenne Wealth Advisors

View All 11 Advisors
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Suzanne Marie Wetzel

RA

CHICAGO, IL

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Mary Claire Allvine

CFP®, RA

CHICAGO, IL

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Phoebe Claire Hayes

CFP®, RA

CHICAGO, IL

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Jacob B Beck

RA

CHICAGO, IL

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Alyssa Kathleen Schuster

CFP®, RA

CHICAGO, IL

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Tesa Brooke Williamson

CFP®, RA

CHICAGO, IL

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Anne Roesner Petty

CFP®, RA

CHICAGO, IL

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Maureen Vigland Miller

CFP®, RA

CHICAGO, IL

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Disclosures

There are no public disclosures for Doyenne Wealth Advisors.

Frequently Asked Questions (9)

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