Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Investment management fees are 0.50% annually, based on the portfolio's market value and billed quarterly. Fees are negotiable. The minimum account size is $100,000 for Large Cap Value and Micro Cap strategies, and $400,000 for the Enhanced Income strategy. Clients may be charged additional fees by brokerage firms and for investments in ETFs.
Areas of Practice
Advisor Information
Office location
111 Heritage Reserve, Suite 200, Menomonee Falls, WI, 53051
Get directionsRegulatory History
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.
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Dave works as a Senior Vice President and Portfolio Manager at a trust company in Wisconsin since March 2025. This is a full-time commitment.