Jeffrey Kinzel is a CFA-designated registered investment advisor at Ck Advisors, LLC, based in Wilmette, IL, with 12 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 40 clients with $97M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5M+ | 0.75% |
These fees apply to accounts invested in equities, cash, or fixed income. For accounts specifically allocated to 100% fixed income, the fee is 0.50% on the first $5 million and 0.25% on amounts over $5 million. Minimum quarterly fee for equity/balanced accounts is $2,500. Minimum quarterly fee for fixed income accounts is $1,250.
Fee Estimator
Location
Wilmette, IL
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Regulatory 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
Ck Advisors, LLC
Previous Registrations
Ck Advisors, LLC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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