Areas of Practice
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
EIG charges a percentage of the total value of your investments each month. The exact percentage is negotiable and subject to a $2,400 minimum annual fee. EIG may group related accounts together to calculate a single fee based on the total amount invested. If you use third-party managers for specific investments like large-cap dividend stocks, small-cap growth stocks, or fixed income, you'll pay an additional fee to those managers on top of EIG's fee.
Location
N21 W23350 Ridgeview Parkway, Waukesha, WI, 53188
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Regulatory History (1)
Customer Dispute
October 2000Other Business Activities
Karen is the president of Lifetime Planning Institute, Inc. and Ellenbecker Investment Group Charitable Foundation, as well as a founder and wealth advisor for Ellenbecker Investment Group. She also serves on the board of directors for several organizations, including Wisconsin Club, Foundations Bank Board, Milwaukee Film Board, and Stand-Up-And-Play.com, and is a member of the investment committee for the Better Business Bureau of Wisconsin, Inc.
Employment History
Current Registrations
Ellenbecker Investment Group
Previous Registrations
Sii Investments, INC.
State Registrations1 state
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.