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Detterbeck Wealth Management Inc (Palatine)


Detterbeck Wealth Management Inc is a large advisory firm based in Palatine. It manages $66.28 million of regulatory assets for 550 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Arizona, California, Florida, and 14 other states.

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Detterbeck Wealth Management provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, pension consulting services, selection of other advisers, and security ratings or pricing services. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.

Detterbeck Wealth Management: assets under management

The assets under management (AUM) of Detterbeck Wealth Management Inc is $66.28 million. The firm's AUM has grown by 157% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $66.1 million in discretionary accounts and $181.4 thousand in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $121.51 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $30.23 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Detterbeck Wealth Management Inc for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Palatine

The principal office where Detterbeck Wealth Management Inc performs its advisory services is located at 220 N. Smith Street, Palatine, IL 60067 2477, which is also the mailing address of the firm. An additional office of the firm is in Charleston, SC. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 847-934-6262 or by fax 847-934-5495. The normal business hours are 8am-4:30pm on Monday - Friday. You can find more information about the New York firm at www.detterbeck.net.


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