Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Financial planning fees are agreed upon in advance, not generally exceeding $5,000 unless authorized by ONIMCO Home Office. Specialized financial services are billed hourly (up to $350/hr) or fixed fee (up to $5,000/year), also requiring authorization for higher fees. Investment advisory program fees vary by sponsor, with tiered schedules for larger accounts. IARs may charge between 0.30% - 1.50% annually, but this may not include all fees. Fees are deducted from your account. ONIMCO clients with similar account size might not pay the same fee.
Areas of Practice
Advisor Information
Office location
2923 Marketplace Dr, Suite 210, Madison, WI, 53719
Get directionsRegulatory History (1)
Regulatory
June 2000Other Business ActivitiesSells Insurance
Arthur is the President/Owner of Wisconsin Financial Group, Inc. since 2008, where he manages the agency and sells life, health, disability, LTC, and fixed annuity insurance products, dedicating significantly more than full-time hours to this. He is also a member of Wealth Building Cornerstones since 2011, promoting and training on a sales system for insurance, spending a few hours per week on this activity.