Firm Information

Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Number of Advisors
12 advisors
Number of Clients
771 clients
Average Client Portfolio
$719K average
Assets Under Management
$554.3M

Fee Structure

Minimum Investment:$100K
Financial Plan Fee:$2,500 - $25,000
Hourly Rate:$50 - $600/hr

Financial planning fees range from $2,500 to $25,000 depending on the scope and complexity. Hourly planning fees range from $50 to $600 per hour. Asset management fees are a maximum of 2.5% of assets under management and are negotiable. Sub-adviser services through Betterment platform have a maximum fee of 1.5%. Divorce planning services have an initial retainer of $2,500, with hourly rates for administrative time at $75, consultation and preparation at $250, travel time at $75, and court/arbitration/hearing at $250.

Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingDivorce Planning
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Advisor Information

Office location

2610 Stewart Avenue, Suite 100, Wausau, WI, 54401

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Regulatory 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.

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Employment History
Current Registrations
Midwest Professional Planners, Ltd.
January 2022 - Present · 4 yrs
State Registrations1 state
MN
Advisor
Exams
No exam information available for this advisor.