Wisconsin Wealth Advisors, LLC
Assets Under Management
$114.2M
Number of Clients
254
Number of Advisors
3
Average Client AUM
$450K
AUM per Advisor
$38.1M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Wisconsin Wealth Advisors, LLC provides discretionary and non-discretionary asset management services, ERISA plan services as a limited scope 3(21) fiduciary, and consulting services covering financial goals, net worth, cash flow, retirement, risk assessment, tax planning, and estate review. Investment strategies are tailored to client objectives.
Fee Structure
Asset management fees are a maximum of 1.5% annually, negotiable based on various criteria. ERISA plan service fees also do not exceed 1.5% and are negotiable. Consulting services are either a flat fee ($500 to $5,000) or an hourly fee ($300/hour). Fees for asset management are billed monthly in advance. Consulting fees are 50% in advance, with the balance due upon plan delivery. There is no minimum account size required.
Areas of Practice
Location
1777 West Main Street, Suite 203, Sun Prairie, WI, 53590