Packerland Brokerage Services, INC.
Assets Under Management
$909.5M
Number of Clients
4,245
Number of Advisors
167
Average Client AUM
$214K
AUM per Advisor
$5.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Packerland Brokerage Services, Inc. is dually registered as a broker-dealer and investment adviser. They offer financial planning, individual portfolio management, and access to third-party money managers through various programs. Services are tailored to individual client needs and objectives. Packerland IARs may also offer brokerage services.
Fee Structure
Packerland offers financial planning and investment management services. Financial planning fees are not specified in this document. Investment management fees are charged based on the program selected, including individual portfolio management and programs utilizing third-party money managers. Wrap fee programs are also available, which include administrative, transactional, management, and custodial fees in a single fee. Clients should consult with their IARs to understand the fees associated with each program.
Areas of Practice
Location
432 Security Blvd., Ste. 101, Green Bay, WI, 54313-9709