Keith Karchmar
Keith Karchmar is a registered investment advisor at K&h Wealth Partners, based in Northbrook, IL, with 21 years of industry experience. Keith operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 77 clients with $67M 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 | 1.10% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $3.0M | 0.60% |
| $3.0M - $5.0M | 0.40% |
| $5M+ | 0.20% |
A flat fee of 1.30% will apply to households with less than $250,000 in assets under our management with an annual minimum household fee of $500. Fees are negotiable.
Fee Estimator
Location
666 Dundee Road, Suite 1901, Northbrook, IL, 60062
Get directionsHistory
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 →Other Business ActivitiesSells Insurance
Keith is the President/CEO of Karchmar Life Insurance & Legacy Planning Inc. and K&H Wealth Partners Inc., and also serves as a board member for Northbrook/Glenview School District 30. He dedicates a significant amount of time to insurance-related activities, including providing insurance advice.
Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
K&h Wealth Partners
Previous Registrations
Kestra Advisory Services, LLC
Kestra Investment Services, LLCBroker
The Leaders Group, INC.Broker
Tlg Advisors, INC.
Hornor, Townsend & Kent, INC.
Hornor, Townsend & Kent, INC.Broker
AXA Advisors, LLC
AXA Advisors, LLCBroker
State Registrations3 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.