Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1M+ | 1.00% |
Fees are negotiable on a Client-by-Client basis.
Fee Estimator
The annual fee for portfolio management is based on a percentage of assets under management, determined on a client-by-client basis, not exceeding 2.25%. If a third-party money manager is used, clients will incur a separate fee charged by that manager. Financial planning and consulting fees are either flat ($500-$10,000) or hourly ($175-$250/hour). Flat fees can also be calculated as a percentage of assets under management (0.20%-0.50%).
Areas of Practice
Advisor Information
Office location
100 Maritime Dr, Ste 3-A, Manitowoc, WI, 54220
Get directionsRegulatory History (6)
Customer Dispute
May 2017Regulatory
April 2015Employment Separation After Allegations
June 2012Customer Dispute
April 2012Customer Dispute
March 2011Customer Dispute
December 2001Other Business ActivitiesSells Insurance
Michael is involved with the Rahr West Art Museum Charitable Foundation and the Roncalli Catholic Schools Endowment Board of Directors, dedicating minimal time to each. He also sells and services insurance through TCFG Insurance Solutions, taking a few hours per week, and may recommend fixed insurance contracts such as fixed annuities or life insurance.