JK
JK

Joshua Kortenkamp

2 Years of Experience
Gurnee, IL

Joshua Kortenkamp is a registered investment advisor at Kortenkamp, Joshua F, based in Gurnee, IL, with 2 years of industry experience. Joshua operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 18 clients with $7.4M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
18 clients
Average Client Portfolio
$411K average
Assets Under Management
$7.4M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Fees are negotiable at the sole discretion of Joshua F Kortenkamp.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

4343 Old Grand Ave, Ste 110, Gurnee, IL, 60031

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Kortenkamp, Joshua F
April 2023 - Present · 3 yrs 1 mo
State Registrations1 state
IL
Advisor

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
No exam information available for this advisor.
Joshua Kortenkamp - Financial Advisor | TrueAdvisor