Kari Mckinley
Advisor at Capstone Financial Advisors Inc
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Capstone Financial Advisors Inc
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Downers Grove, IL 60515
Credentials
CFP®
Industry experience
2 years
Kari Mckinley is a CFP® professional with 12 years of experience at Capstone Financial Advisors Inc in Downers Grove, IL. She has been with Capstone since 2014. Capstone Financial Advisors serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, charitable organizations, and corporate clients. The firm offers discretionary and non-discretionary portfolio management alongside financial planning, pension consulting, tax preparation, and access to private fund investments, emphasizing asset-class allocation, cost control, and tax positioning.
Based on Capstone Financial Advisors Inc
Based on Capstone Financial Advisors Inc
Fixed fees ranging from $1,000 to $30,000 for Financial Planning Services; fixed fee may be quoted for Pension Consulting Services
$0 - $2,000,000: 1.00% $2,000,001 - $4,000,000: 0.75% $4,000,001 - $6,000,000: 0.60% $6,000,001+: 0.50%
Hourly rates range from $150 to $400 depending on service and provider
Fixed quarterly retainer for Financial Planning Services
Account minimum: $1,000,000 Minimum fee: Minimum fee of $5,000 for Pension Consulting Services; Minimum fee of $6,000 for Financial Planning Services Fee-only: Financial Planning Services charged via fixed fees ($1,000 to $30,000) or hourly rates ($150-$400/hour)
2001 Butterfield Road, Suite 1750
Downers Grove, IL 60515
Illinois · Texas
Capstone Financial Advisors, Inc.
2014 - Present (12 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
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