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 directionsBrett is the Director of Sales and Distribution for TradeBacked Inc, dedicating about 35 hours per week. He also spends a few hours per week selling fixed annuities and life insurance products.