Karen Nordstrom is a registered investment advisor at Contour Financial, based in Orland Park, IL, with 24 years of industry experience. Karen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Education Planning, Estate Planning, and 6 more. Their firm serves 74 clients with $71M 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 - $2.5M | 0.75% |
| $2.5M - $5.0M | 0.60% |
| $5M+ | 0.50% |
Although there are no requirements that a client meet or maintain an account minimum, the actual percentage paid is subject to an annual minimum fee of $2,500 ($625 per quarter). Fees are always subject to change at any time with written notice. In certain circumstances the annual fee minimum may be lower. The minimum fee will be higher for concierge clients that seek additional services such as bookkeeping, cash flow management and forecasting, business analysis and will be negotiated on a case by case basis.
Fee Estimator
Location
9031 W. 151st Street, Suite 107, Orland Park, IL, 60462
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Contour Financial
State Registrations1 state
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