RH
Firm Information
Compensation
Fee-Only (AUM)
Number of Advisors
3 advisors
Number of Clients
563 clients
Average Client Portfolio
$509K average
Assets Under Management
$286.6M
Fee Structure
Minimum Investment:$100K
Financial Planning:Investment management only
Investment management fees are 0.50% annually, based on the portfolio's market value and billed quarterly. Fees are negotiable. The minimum account size is $100,000 for Large Cap Value and Micro Cap strategies, and $400,000 for the Enhanced Income strategy. Clients may be charged additional fees by brokerage firms and for investments in ETFs.
Areas of Practice
Investment ManagementHigh Net Worth
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Advisor Information
Office location
111 Heritage Reserve, Suite 200, Menomonee Falls, WI, 53051
Get directionsRegulatory History
Clean regulatory record
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 →Employment History
Current Registrations
Morgan Dempsey Capital Management LLC
May 2014 - Present · 11 yrs 8 mos
Previous Registrations
Voit & Hamilton, LLC
March 2013 - May 2014 · 1 yr 2 mos
State Registrations1 state
WI
Advisor
Exams
No exam information available for this advisor.