Michael A. Dubis Financial Planning, LLC
Assets Under Management
$272.5M
Number of Clients
54
Number of Advisors
N/A
Average Client AUM
$5.0M
AUM per Advisor
N/A
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Michael A. Dubis Financial Planning, LLC offers financial planning and discretionary investment management services to individuals and high-net-worth individuals. Financial planning covers cash flow, retirement, education, estate, tax awareness, and insurance. MDFP may recommend other professionals for non-investment implementation purposes.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | N/A |
| $1.0M - $3.0M | 0.75% |
| $3M+ | 0.50% |
First $1,000,000 included in minimum fee. Minimum annual fee of $10,000 for new clients.
Fee Estimator
MDFP charges a fixed annual fee for financial planning and discretionary investment management services, subject to a $10,000 minimum for new clients. The annual fee is based on the value of assets under advisement. The first $1,000,000 is included in the minimum fee, the next $2,000,000 is 0.75%, and assets exceeding $3,000,000 are 0.50%. Fees may be adjusted based on the scope and complexity of financial planning services. For certain legacy clients, fees range between 0.40% and 1.0% of the value of assets under management. Hourly consulting fees range from $420 to $950 per hour.
Areas of Practice
Location
8383 Greenway Blvd., Suite 600, Middleton, WI, 53562