Firm Information
Compensation
Fee-Only (AUM)Fixed/HourlyFirm Size
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $3.0M | 0.90% |
| $3.0M - $4.0M | 0.80% |
| $4.0M - $5.0M | 0.70% |
| $5M+ | 0.70% |
Fees negotiable for accounts over $5,000,000.
Fee Estimator
Detterbeck Wealth Management charges an annual fee based on assets under management. For Total Wealth Management, a minimum of $1,000,000 is required. For the DWM Emerging Investor Program, the minimum is $200,000. Fees are negotiable and charged quarterly in advance. They also offer financial planning services on an annual retainer fee ($3,000 to $10,000) or hourly fee ($200 to $500) basis. Fixed fees for one-time planning services range from $3,000 to $10,000.
Areas of Practice
Advisor Information
Office location
110 N. Brockway, Suite 330, Palatine, IL, 60067
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Brett Marriott DetterbeckRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Detterbeck Wealth Management
Previous Registrations
Quantum Investment Management, LLC
State Registrations1 state
Exams
Additional Information
After graduating with a Business Economics degree from University of California, Santa Barbara, in the early 90’s, Brett returned home to the Midwest. He spent the rest of that decade gathering vital experience and knowledge from working on the floor of the Chicago Stock Exchange to climbing the ranks at a boutique asset management group. He also tackled the coursework and exams to achieve the Certified Financial Planner certificant and the Chartered Financial Analyst charterholder designations. In 2000, he co-founded Detterbeck Wealth Management with a passion for bringing financial solutions for good people in need. That passion continues today not only in him, but everyone else on the DWM team. Outside of the office, Brett stays active with his wife and two sons’ busy schedules. He also enjoys basketball, golf, exercising and traveling.