Karen Natkin is a registered investment advisor at Moonstone Asset Management, INC., based in Northbrook, IL, with 18 years of industry experience. Karen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 68 clients with $75M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.60% |
Fees are not to exceed 1.60% annually. Moonstone may charge a lesser investment advisory fee based upon certain criteria. Depending on the Client’s needs, Moonstone may instead charge a flat annual fee, billed quarterly, based on the level of service and account size.
Fee Estimator
Location
707 Skokie Boulevard, Suite 520, Northbrook, IL, 60062-1614
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 →Employment History
Current Registrations
Moonstone Asset Management, INC.
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.