Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Areas of Practice
Advisor Information
Office location
222 N Wisconsin Street, Port Washington, WI, 53074
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
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