Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fees for unaffiliated clients are negotiable, ranging from 0.10% to 1.00% annually based on the market value of assets managed. The level of fees depends on the engagement, account size, asset composition, and client preferences. Fees are billed monthly or quarterly in arrears and are typically non-refundable. Clients are responsible for custodial fees, brokerage expenses, and investment-related costs.
Areas of Practice
Advisor Information
Office location
5910 Mineral Point Rd, Madison, WI, 53705
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 ActivitiesSells Insurance
Melissa is the president of D & W Floor Covering and a 50% owner of A and M Properties, LLC, both floor covering businesses. She is also an investor/owner in Guardian Product Solutions Holding, LLC, an insurance solutions company.