Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Asset management fees are a maximum of 1.5% annually, negotiable based on various criteria. ERISA plan service fees also do not exceed 1.5% and are negotiable. Consulting services are either a flat fee ($500 to $5,000) or an hourly fee ($300/hour). Fees for asset management are billed monthly in advance. Consulting fees are 50% in advance, with the balance due upon plan delivery. There is no minimum account size required.
Areas of Practice
Advisor Information
Office location
1777 West Main Street, Suite 203, Sun Prairie, WI, 53590
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
Chris is an investment advisor representative and owner of Wisconsin Wealth Advisors, LLC RIA, and an independent insurance agent DBA Swenson Agency. He also serves as a board member for two organizations and spends minimal time on fixed insurance sales and a few hours per week as a registered representative for Harbor Investments, Inc.