Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $4.0M | 0.85% |
| $4.0M - $8.0M | 0.70% |
| $8M+ | 0.60% |
Minimum annual fee of $5,000.
Fee Estimator
Fees are negotiable and based on assets, service level, and complexity. The standard advisory fee schedule for individual clients starts at 1.00% on the first $2 million, decreasing to 0.60% on the balance, with a $5,000 minimum annual fee. Institutional client fees are negotiated. Clients also pay fees charged by Pershing LLC for certain services. Financial planning services are available separately for a negotiated fee.
Areas of Practice
Advisor Information
Office location
10 East Doty Street, Suite 320, Madison, WI, 53703
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.
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Alex is a VP Wealth Advisor at Johnson Bank, an investment-related affiliate, since March 2022. He works full-time as a wealth advisor and dual employee of Johnson Bank and Johnson Wealth.