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 Activities
Brian is a partner in a retail tuxedo rental business, spending minimal time. He also co-owns three clothing stores (Funky Zebras) and spends a few hours per week on each location, handling tasks like buying clothes, stocking, cleaning, and payroll.