Kathleen Gfrorer
Kathleen Gfrorer is a CFP-designated registered investment advisor at Private Client Services, LLC, based in Oak Brook, IL, with 44 years of industry experience. Kathleen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 3,251 clients with $1.1B 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 $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1000K | 1.50% |
| $1M+ | 1.25% |
Fees may be negotiable. The Investment Model Marketplace provides access to portfolios managed by third party managers, with subscription fees ranging from 0.15% to 1.00% in addition to the IAR advisory fee.
Fee Estimator
Location
1100 Jorie Boulevard, Ste 364, Oak Brook, IL, 60523
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Regulatory History (1)
Customer Dispute
March 2004Other Business ActivitiesSells Insurance
Kathleen is a registered investment advisor (RIA) with VestGen Advisors, dedicating nearly full-time hours to this role. She also works as an insurance sales agent, selling life insurance and fixed annuities, but reports spending no time on this activity currently.
Employment History
Current Registrations
Private Client Services, LLCBroker
Vestgen Advisors, LLC
Previous Registrations
LPL Financial LLCBroker
LPL Financial LLC
Securities America, INC.Broker
Landmark Capital INC.
Securities America, INC.Broker
Peb Financial Group, INC.Broker
Balcor Securities CompanyBroker
State Registrations18 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.