Stephen Konsler is a registered investment advisor at Vestor Capital, LLC, based in Chicago, IL, with 12 years of industry experience. Stephen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 1,270 clients with $2.1B 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 | 1.35% |
| $1.0M - $3.0M | 1.25% |
| $3.0M - $5.0M | 1.20% |
| $5.0M - $6.0M | 1.10% |
| $6M+ | 1.00% |
Fees are negotiable and vary from client to client. Fees differ for certain charitable and non-profit organizations, accounts containing securities restrictions and accounts charged on a fixed-fee or adjusted basis. For fixed income only relationships, the annual fee is 0.50%, subject to a minimum fee of $2,500.
Fee Estimator
Location
10 S. Riverside Plaza, Suite 1400, Chicago, IL, 60606-3840
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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
Stephen is an associate board member of the Daniel Murphy Scholarship Foundation, a charitable organization, since 2017. He spends minimal time assisting with volunteer opportunities and fundraising activities.
Employment History
Current Registrations
Vestor Capital, LLC
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations2 states
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