Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fees are negotiable up to 2.00% of assets under management. The negotiated fee will be based on the scope and complexity of the services provided and the total value of the assets in the client’s account(s). Consulting services are offered on an hourly or flat fee basis, with flat fees starting at $1,500. Clients are responsible for third-party fees.
Areas of Practice
Advisor Information
Office location
530 N Koeller St, Oshkosh, WI, 54902
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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Brian coaches his son's soccer team, dedicating a few hours per week. He also serves on the executive board for Winnebago Lutheran Academy, spending minimal time on this activity.