Advisor at River Street Advisors, LLC
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Firm
River Street Advisors, LLC
Location
Aurora, IL 60506
Credentials
Series 65, Series 66
Industry experience
10 years
Yamilet Suarez is a financial advisor with River Street Advisors, LLC, holding Series 65 and Series 66 licenses and bringing 10 years of industry experience. She has worked at River Street Advisors since 2019 and previously at LPL Financial from 2015 to 2019. Suarez also serves as an AVP Wealth Advisor in the Wealth Management Department at Old Second National Bank, dedicating part of her time to bank-related investment activities. River Street Advisors, LLC is an independent asset management and financial planning firm that serves individual clients, including high-net-worth individuals, as well as institutional and charitable entities. The firm uses written investment policy statements, model portfolios, and a combination of quantitative and fundamental analysis to manage diversified portfolios.
Based on River Street Advisors, LLC
$1,000 flat fee in advance for financial planning services if not bundled with portfolio management
$0 - $1,000,000: 1.00% annually $1,000,001 - $2,000,000: 0.80% annually $2,000,001 - $5,000,000: 0.70% annually $5,000,001+: 0.50% annually
Account minimum: $250,000 Minimum fee: Implied minimum annual fee of $2,500 based on the $250,000 account minimum
37 S. River Street
Aurora, IL 60506
Illinois · Texas
River Street Advisors, LLC
2019 - Present (7 years)
LPL FINANCIAL
2015 - 2019 (4 years)
Old Second Bank
2013 - Present (13 years)
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Is active or affiliated with:
Bank
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Insurance agent
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Broker-dealer / trader
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, CPA, RICP®
Naperville, IL
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I believe that everyone should have access to a professional advisor who understands their needs and can help them achieve the lifestyle they desire. As a financial advisor, I am dedicated to learning about your personal goals and using them to build a retirement plan tailored to your unique situation. NexJenn Financial Services was founded in response to the demand for financial planning from my tax clients. Often squeezed between spending for their kids’ education, caring for an elderly relative and saving for their own retirement, many were anxious about their financial future. I have enjoyed helping my clients find a balance and focus on building a strong financial future. I am a CPA® and CERTIFIED FINANCIAL PLANNER Professional®, as well as a Retirement Income Certified Professional®. Additionally, I am a member of the National Association of Personal Financial Advisors and the XY Planning Network. In my spare time, my husband and I volunteer at a homeless shelter. I also love to bike and travel and am an aspiring photographer. I have been married for 30 years and together with my awesome husband, we’ve raised three awesome kids.
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