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 W. 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
Patrick is the president/owner of Madison Sports and Social Club, spending about half his time on scheduling, bookkeeping, and website upkeep. He is also an independent insurance agent and owner/tax preparer for WWA Tax Services LLC, dedicating a few hours per week to each. Patrick is also a financial advisor for Wisconsin Wealth Advisors, spending nearly full-time on this role.