RM
CFP
RM
CFP
Areas of Practice
Education PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningInvestment ManagementRetirement PlanningTax Planning
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
92 clients
Average Client Portfolio
$1.0M average
Assets Under Management
$96.0M
Fee Structure
Planning is included in investment management
Minimum Annual Fee:$1,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.00% |
| $100K - $500K | 0.50% |
| $500K+ | 0.50% |
Fees negotiable on assets above $500,001. Minimum quarterly fee of $250, also negotiable. Current client relationships may exist where the fees are higher or lower than the fee schedule above.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Hortonville, WI
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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.
Learn about disclosures →Employment History
Current Registrations
Financial Services of Northeast Wisconsin, INC.
January 1989 - Present · 37 yrs 2 mos
State Registrations1 state
WI
Advisor
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.