Dennis Karstens is a registered investment advisor at Karstens Wealth, based in Oak Brook, IL, with 11 years of industry experience. Dennis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 14 clients with $2.9M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Karstens Wealth offers wealth management services that include portfolio management and financial planning for a flat annual fee or a percentage-based fee. The percentage-based fee may range from 0.25% to 1.75% of the client’s total portfolio value, depending on the services offered. Clients can also subscribe to a financial planning software with advisor access for a monthly fee of $50-$2000.
Location
1415 W 22nd St Tower Floor, Oak Brook, IL, 60523
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Dennis is the owner-member of Karstens Financial LLC since 2014, dedicating about a quarter of his time. He is also a real estate investor and owner-member of Karstens Real Estate LLC since 2005, spending minimal time on this activity.
Employment History
Current Registrations
Karstens Wealth
Previous Registrations
Interactive Financial Advisors
State Registrations1 state
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