Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Kellogg charges a quarterly fee based on the market value of assets under management. Fees are negotiable based on the amount of assets managed and the nature of the account. The firm also receives fees from Associated Bank for providing investment advice related to Health Savings Accounts. Fees do not include brokerage commissions, transaction fees, and other related costs.
Areas of Practice
Advisor Information
Office location
100 W Wisconsin Ave, Neenah, WI, 54956
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.
Learn about disclosures →Other Business Activities
Michael is a board member of the University of Wisconsin Oshkosh Foundation Board of Directors and Investment Committee, dedicating minimal time. He and his wife also manage Winchester Park Properties, LLC, which owns a rental property, dedicating minimal time.