Kurt Dorr
Kurt Dorr is a registered investment advisor at Water Valley Investment Advisors, INC., based in Naperville, IL, with 27 years of industry experience. Kurt operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 151 clients with $140M 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 $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
Fees are generally negotiable.
Fee Estimator
Location
Naperville, IL
Get directionsHistory
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 →Other Business Activities
Kurt is the Vice President and half owner of Watervalley Investment Advisors, Inc., dedicating about half his time to this role. Kurt is also a part owner of Piggy Partners, a hog farming operation in Iowa.
Employment History
Current Registrations
Water Valley Investment Advisors, INC.
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.