Detterbeck Wealth Management
Assets Under Management
$252.1M
Number of Clients
162
Number of Advisors
2
Average Client AUM
$1.6M
AUM per Advisor
$126.1M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Detterbeck Wealth Management provides investment management and financial planning services to individuals, high-net-worth individuals, pension plans, trusts, estates, and businesses. They offer tailored services based on client financial situations and objectives, with a focus on long-term returns and risk 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
Location
110 N. Brockway, Suite 330, Palatine, IL, 60067
