Derek Kessen is a registered investment advisor at Steward Advisors Group, LLC, based in Chicago, IL, with 14 years of industry experience. Derek operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 84 clients with $61M 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 $1.0M | 1.40% |
| $1.0M - $3.0M | 1.25% |
| $3.0M - $5.0M | 1.10% |
| $5.0M - $10.0M | 0.95% |
| $10M+ | 0.95% |
Fees negotiable for accounts over $10,000,001. For assets invested in private placements and alternative assets, the annual fee rate will be 1.50%.
Fee Estimator
Location
Chicago, IL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Steward Advisors Group, LLC
Previous Registrations
Steward Advisors Group, LLC
Performance Trust Capital Partners, LLCBroker
State Registrations2 states
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