Fees for investment advisory services are negotiable and depend on account value, investment program, service level, and financial complexity. The IAR is authorized to charge a fee within an allowable range, starting from 0.35% to 0.5% depending on the asset level, and a maximum that cannot exceed 2.0%. Additional fees may include custodian, platform, manager, and transaction fees. Financial planning fees range from $250-$5,000 (flat fee) or $100-$500 per hour. Retirement plan advisory fees depend on plan account value, plan type, and number of participants.
203 East Wisconsin Ave, Suite 207, Oconomowoc, WI, 53066
Get directionsAndrew is an independent insurance agent with Hughes Agency, LLC, selling life, health, disability, and LTC insurance products, taking nearly full-time. He also officiates high school basketball and is a volunteer church council member, requiring minimal time.