Fees for asset management programs range from 0.5% to less than 3% annually, as agreed upon in writing. The smaller the portfolio, the larger the fee, and conversely. Financial planning and appraisal services are based on hourly ($50-$150) or fixed fees ($150-$1,000). Third-party management programs have their own fee schedules. A $25,000 minimum account requirement may be waived. Fees are negotiable within the stated ranges.
3061 Allied Street, Suite B, Green Bay, WI, 54304
Get directionsChristopher owns Life & Legacy Financial Services, Inc. and sells various insurance products, dedicating a few hours per week to this activity. He also owns rental properties and is a passive investor in real estate corporations.