AK
CFP
AK
CFP
Anthony Kratofil
21 Years of Experience
1 DisclosureMay Earn CommissionSells Insurance
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningEstate PlanningHigh Net Worth
Compensation
Commission-BasedFee-Only (% of Portfolio)
Firm Size
2 advisors
Number of Clients
280 clients
Average Client Portfolio
$949K average
Assets Under Management
$265.8M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $300K | 1.10% |
| $300K - $500K | 1.00% |
| $500K - $900K | 0.90% |
| $900K - $1.2M | 0.80% |
| $1.2M - $1.5M | 0.70% |
| $1.5M - $2.0M | 0.65% |
| $2.0M - $3.0M | 0.60% |
| $3.0M - $5.0M | 0.50% |
| $5.0M - $10.0M | 0.40% |
| $10M+ | 0.40% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
9501 Technology Blvd, Suite 3600, Rosemont, IL, 60018
Get directionsHistory
Regulatory History (1)
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Customer Dispute
July 2007Settled
Other Business ActivitiesSells Insurance
Anthony teaches a stock selection class at Moraine Valley Community College, dedicating about 10-20% of his time. He is also insurance licensed and provides life insurance to clients since 2021.
Employment History
Current Registrations
Vital Wealth Management, LLC
December 2018 - Present · 7 yrs 3 mos
Previous Registrations
Charles Schwab & CO., INC.
April 2007 - December 2018 · 11 yrs 8 mos
Charles Schwab & CO., INC.Broker
April 2007 - December 2018 · 11 yrs 8 mos
Morgan Stanley & CO., IncorporatedBroker
April 2007 - April 2007 · 0 mos
Morgan Stanley & CO., Incorporated
April 2007 - April 2007 · 0 mos
Morgan Stanley
December 2004 - April 2007 · 2 yrs 4 mos
Morgan Stanley Dw INC.Broker
September 2004 - April 2007 · 2 yrs 7 mos
State Registrations1 state
IL
Advisor
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
No exam information available for this advisor.