Portfolio management fees are negotiable and based on the average daily balance of assets, billed monthly in arrears. A portion of the fee is paid to third-party model providers (0.00% to 0.35% annually). There's also an annual $100 administrative and technology fee per account ($8.33/month). Financial planning fees are either fixed (up to $10,000) or hourly (up to $300). Self-directed brokerage account fees are fixed at up to $200/year.
Kaukauna, WI
Get directionsBrian is involved with Dvorak Wealth Management, which is not investment-related, and sells insurance and annuities for commissions. The business is located in Kaukauna, WI.