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 $100K | 1.50% |
| $100K - $500K | 1.25% |
| $500K - $1000K | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3M+ | 0.50% |
Asset-based fee is based on a blended-tier.
Fee Estimator
We offer several service options, each with its own fee structure. Comprehensive Portfolio Management fees range from 0.50% to 1.50% annually, based on assets managed. Orion Portfolio Solutions has a flat 0.75% annual fee. Automated Advisory Services also has a flat 0.75% annual fee. Financial planning is billed hourly at $250/hour, or a fixed quarterly fee of $250-$2,500 for ongoing assistance. Workshop sessions are complimentary. Transactional fees are separate.
Areas of Practice
Advisor Information
Office location
2200 John F Kennedy Rd, Suite 103, Dubuque, IA, 52002-2840
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 ActivitiesSells Insurance
Matthew works as a caseworker for the Iowa Medicaid Program, dedicating about 10-20% of his time. He is also an insurance agent with Weitzel Financial Services, offering insurance products and services, spending a few hours per week on this activity.