Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Klaas 360 Comprehensive Financial Planning Services have an initial fee and a monthly program fee based on investable assets. For example, up to $1,500,000 of investable assets, the monthly fee is $275 and the initial fee is $1,650. For Project-Based Financial Consulting Services, they charge a fixed fee or $300/hour. Fees for Klaas 401K retirement plan consulting services may be based on a percentage of assets under advisement (0.05% to 1.0%) or may be a fixed fee.
Areas of Practice
Advisor Information
Office location
5951 McKee Road, Suite 200, Fitchburg, WI, 53719-5114
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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Joshua is the Vice President and a Director of CFA Society Madison, a professional organization, and a member of its Programming Committee. He dedicates minimal time to this volunteer position.