Kasey Styrna is a registered investment advisor at Plante Moran Financial Advisors, based in Chicago, IL, with 24 years of industry experience. Kasey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 3,817 clients with $23B 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 $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $25.0M | 0.40% |
| $25M+ | 0.30% |
Exceptions to the published fee schedule apply to clients who engaged our services under a prior fee schedule or will be considered on an individual case basis. Fees for services provided to clients of Plante Moran Trust are subject to the Agreement between those affiliated entities and vary from the rates above.
Fee Estimator
Location
10 S Riverside Plaza, 10th floor, Chicago, IL, 60606
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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
Plante Moran Financial Advisors
Plante Moran Insurance Agency
Plante Moran Insurance AgencyBroker
Previous Registrations
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Questar Capital CorporationBroker
Charles Schwab & CO., INC.Broker
Natcity Investments, INC.Broker
Wachovia Securities Financial Network, LLCBroker
Charles Schwab & CO., INC.Broker
State Registrations2 states
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