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 $50K | 1.50% |
| $50K - $100K | 1.40% |
| $100K - $250K | 1.30% |
| $250K - $500K | 1.25% |
| $500K - $1000K | 1.20% |
| $1.0M - $2.0M | 1.15% |
| $2.0M - $3.0M | 1.13% |
| $3.0M - $4.0M | 1.11% |
| $4.0M - $5.0M | 1.09% |
| $5.0M - $7.5M | 1.05% |
| $7.5M+ | 1.00% |
Fees are negotiable.
Fee Estimator
Asset management fees are based on a percentage of your account value, as shown in the table. For accounts held directly with a product sponsor, a flat fee of 0.75% is charged. Financial planning fees are negotiable, with a maximum fixed fee of $3,000. 401(k) advisory fees are also negotiable and can be based on plan assets, a percentage, or a fixed fee, not to exceed $15,000 annually. You will also pay transaction fees, custodial fees, and fund management fees.
Areas of Practice
Advisor Information
Office location
2200 Dickinson Road, Unit 17A, De Pere, WI, 54115
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 Activities
Brooke works as a registered assistant for Northright Financial LLC, dedicating nearly full-time hours to this role.