Fees for advisory programs are bundled and include advisory, technology, administrative, custody, execution, and portfolio management services. The specific fee is in the Statement of Investment Selection and is negotiable. The annual minimum for the firm fee component of the Client Fee ranges from $0 to $150, depending on the Advisory Program. The annual minimum for the custody fee component of the Client Fee ranges from $0 to $100, depending on the Advisory Program. Financial planning services are currently offered without separate charges or fees.
2645 N Mayfair Road, Wauwatosa, WI, 53226
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