Brett Detterbeck is a CFA, CFP-designated registered investment advisor at Detterbeck Wealth Management, based in Palatine, IL, with 24 years of industry experience. Brett operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 3 more. Their firm serves 162 clients with $250M 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 | 1.00% |
| $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 may be negotiable on a case-by-case basis. A minimum of $1,000,000 of assets under management is required for the Total Wealth Managing service. For DWM Emerging Investor Program, the minimum account size is $200,000, up to $999,9999.
Fee Estimator
Contact
Brett Detterbeck
Location
110 N. Brockway, Suite 330, Palatine, IL, 60067
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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 →Employment History
Current Registrations
Detterbeck Wealth Management
Previous Registrations
Quantum Investment Management, LLC
State Registrations1 state
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
Additional Information
After graduating with a Business Economics degree from University of California, Santa Barbara, in the early 90’s, Brett returned home to the Midwest. He spent the rest of that decade gathering vital experience and knowledge from working on the floor of the Chicago Stock Exchange to climbing the ranks at a boutique asset management group. He also tackled the coursework and exams to achieve the Certified Financial Planner certificant and the Chartered Financial Analyst charterholder designations. In 2000, he co-founded Detterbeck Wealth Management with a passion for bringing financial solutions for good people in need. That passion continues today not only in him, but everyone else on the DWM team. Outside of the office, Brett stays active with his wife and two sons’ busy schedules. He also enjoys basketball, golf, exercising and traveling.