Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fees are negotiable and can be hourly, fixed, or based on assets under management. Flat financial planning fees range up to $5,000, and hourly fees range from $100 to $300. Investment management fees vary between 0.01% and 2.00% of assets under management. Clients may incur transaction charges and fund expenses. The firm may negotiate, reduce, or waive advisory fees for certain client accounts.
Areas of Practice
Advisor Information
Office location
635 2nd Ave S, Onalaska, WI, 54650
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No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Michael is a board member at La Crescent Area Event Center, dedicating minimal time. He also sells fixed insurance, including life insurance, with multiple companies, and this takes minimal time. Michael is also an owner of Klauke Investments & Insurance, working with clients on financial plans, taking about half of his time, and is a financial advisor with Wealthplan Partners, spending about 10-20% of his time buying/selling securities and marketing.