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 directionsJoel is the President and Director of Freedom Securities, Inc., dedicating minimal time to officer-related duties. He also serves as the CEO and General Securities Principal of KCD Financial, Inc., dedicating full-time hours to officer and executive functions.