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 Alternative Investments, Business Owners, Estate Planning, High Net Worth, and 3 more. Their firm serves 109 clients with $110M 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 | 1.65% |
| $1.0M - $3.0M | 1.35% |
| $3.0M - $5.0M | 1.25% |
| $5.0M - $10.0M | 0.95% |
| $10M+ | 0.95% |
Fees are negotiable for accounts over $10,000,000. Alternative investments and private placements are charged at a flat 1.50% annual rate.
Fee Estimator
Location
Chicago, IL
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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 →Employment History
Current Registrations
Steward Advisors Group, LLC
Previous Registrations
Steward Advisors Group, LLC
Performance Trust Capital Partners, LLCBroker
State Registrations2 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.
Exams
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