Katie Krase is a registered investment advisor at Nadler Financial Group, INC., based in Deerfield, IL, with 15 years of industry experience. Katie is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 1,072 clients with $2.2B 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 | 1.00% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $5.0M | 0.70% |
| $5M+ | 0.50% |
Fees are negotiable. The Focused Investment Objective Program offers an alternative schedule: first $1M at 0.85%, $1M-$1.5M at 0.75%, and above $1.5M negotiable. Legacy clients may have different grandfathered rates.
Fee Estimator
Location
750 Estate Drive, Suite 110, Deerfield, IL, 60015
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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
Katie is a financial services associate/investment advisor and shareholder at Nader Financial Group Inc. She dedicates full-time hours to operations and client relationship management.
Employment History
Current Registrations
Nadler Financial Group, INC.
Ausdal Financial Partners, INC.Broker
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.
Exams
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