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 directionsMaria has been an insurance agent since 2012, selling fixed annuities, life insurance, long-term care, and disability insurance. This activity takes a significant amount of Maria's time, about 80 hours per month, split evenly between market and non-market hours.