Fees are based on a percentage of assets under management, hourly charges, or fixed fees, depending on the service. The firm can reduce its investment management fee based on factors like anticipated future earnings or the amount of assets managed. Clients may also pay fees charged by mutual funds, REITs, ETFs, and other collective investment vehicles. GPA advisors can receive compensation for services provided in correlation with the advisory services herein, as well as commissions for insurance transactions and group annuities.
Elm Grove, WI
Get directionsJim is the secretary for Parks Edge, a jointly owned property, and the head tennis coach at Brookfield Academy High School. He spends minimal time on the property and about 10-20% of his time coaching during the season.