Kristopher Kessler is a registered investment advisor at Asset Strategies, INC, based in Lisle, IL, with 23 years of industry experience. Kristopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management. Their firm serves 183 clients with $50M 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 $500K | 1.00% |
| $500K+ | 0.75% |
The investment advisory fee is negotiable at Registrant’s discretion, depending upon objective and subjective factors.
Fee Estimator
Location
4722 Main St., Lisle, IL, 60532
Get directionsHistory
Regulatory History (2)
Regulatory
July 2024Regulatory
December 2014Other Business Activities
Kristopher is the managing member of AmTru Ventures Manager, LLC since March 2024. This requires minimal time and may occur during market hours.
Employment History
Current Registrations
Asset Strategies, INC
Chicago Capital Management Advisors, LLC
American Trust Investment Services, INC.Broker
Previous Registrations
Asset Strategies, INC
Westpark Capital, INC.
Westpark Capital, INC.Broker
Newport Coast Asset Management
Newport Coast Securities, INC.Broker
Brookstreet Capital Management
Brookstreet Securities CorporationBroker
Wm Financial Services, INC.Broker
Wm Financial Services, INC.
Wm Financial Services, INC.
Wm Financial Services, INC.Broker
American Express Financial Advisors, INC.
Ids Life Insurance CompanyBroker
American Express Financial Advisors INC.Broker
State Registrations8 states
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.