Anthony Kratofil
Anthony Kratofil is a CFP-designated registered investment advisor at Vital Wealth Management, LLC, based in Rosemont, IL, with 21 years of industry experience. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 280 clients with $270M 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 $300K | 1.10% |
| $300K - $500K | 1.00% |
| $500K - $900K | 0.90% |
| $900K - $1.2M | 0.80% |
| $1.2M - $1.5M | 0.70% |
| $1.5M - $2.0M | 0.65% |
| $2.0M - $3.0M | 0.60% |
| $3.0M - $5.0M | 0.50% |
| $5.0M - $10.0M | 0.40% |
| $10M+ | 0.40% |
Fees are negotiable.
Fee Estimator
Location
9501 Technology Blvd, Suite 3600, Rosemont, IL, 60018
Get directionsHistory
Regulatory History (1)
Customer Dispute
July 2007Other Business ActivitiesSells Insurance
Anthony teaches a stock selection class at Moraine Valley Community College, dedicating about 10-20% of his time. He is also insurance licensed and provides life insurance to clients since 2021.
Employment History
Current Registrations
Vital Wealth Management, LLC
Previous Registrations
Vital Wealth Management, LLC
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Morgan Stanley & CO., IncorporatedBroker
Morgan Stanley & CO., Incorporated
Morgan Stanley
Morgan Stanley Dw INC.Broker
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.