Detterbeck Wealth Management is an Illinois-registered investment advisor that offers comprehensive wealth management, investment portfolio oversight, and financial planning services. The firm designs customized investment strategies using a core-and-satellite approach, blending passive index funds and exchange-traded funds with liquid alternative investments. In addition to managing investment portfolios, Detterbeck Wealth Management provides guidance on retirement planning, tax strategies, estate planning, and asset protection. The firm primarily serves high-net-worth individuals, families, business entities, and trusts, requiring a minimum portfolio size of $1,000,000 for its primary wealth management services.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.90% |
| $3.0M - $4.0M | 0.80% |
| $4.0M - $5.0M | 0.70% |
| $5M+ | 0.70% |
Fees are negotiable on a case-by-case basis. The firm requires a $1,000,000 minimum portfolio size, which may also be negotiable.
