Nanette Kastner
Nanette Kastner is a registered investment advisor at Hendricks Wealth and Estate Management, based in West Dundee, IL, with 10 years of industry experience. Nanette operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 4 more. Their firm serves 852 clients with $410M 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 | 1.50% |
Maximum annual fee charged for Comprehensive Portfolio Management services.
Fee Estimator
Location
600 Spring Hill Ring Road, Suite #108, West Dundee, IL, 60118
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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 →Other Business Activities
Nanette operates JG Hendricks Financial Services, LLC as a DBA for financial services, dedicating about 10-20% of her time to administrative duties and financial planning. She also works as a basketball and volleyball referee, spending a few hours per week on this activity.
Employment History
Current Registrations
Hendricks Wealth and Estate Management
Previous Registrations
Cetera Advisors LLCBroker
Cetera Advisors LLC
Investors Capital Advisory
Investors Capital CORP.Broker
State Registrations1 state
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