Rosalyn Kemp is a CFP-designated registered investment advisor at Chestnut Beach Wealth, based in Wilmette, IL, with 23 years of industry experience. Rosalyn 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 0.50% |
Investment management is offered in conjunction with ongoing comprehensive financial planning and is not offered on a standalone basis.
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
Chestnut Beach Wealth
Previous Registrations
Citigroup Global Markets INC.Broker
J.P. Morgan Securities LLCBroker
J.P. Morgan Securities INC.Broker
J.P. Morgan Securities INC.Broker
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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