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Detterbeck Wealth Management
Palatine, Illinois
Detterbeck Wealth Management, a small investment advisory firm based out of Palatine, IL, prides itself on providing comprehensive financial solutions to its clients. With over 80 individual clients and more than $224,008,000 in assets under management, Detterbeck Wealth Management has established a strong presence in the industry.
Catering primarily to high-net-worth individuals, the firm manages a diverse range of assets, with discretionary accounts representing a substantial 91% of their total assets under management. While 401(k) and individual accounts account for less than 30% of their portfolio, Detterbeck Wealth Managemen...see more
Assets Under Mgmt
$224.01M
Investment Professionals
3
Locations
1
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
- Hourly Charges
- Fixed Fees
Services Provided Section
- Financial Planning Services
- Portfolio management for individuals and/or small businesses
Reviews for Detterbeck Wealth Management
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