William Haese
William Haese is a registered investment advisor at Haese Financial Group INC, based in Jackson, WI, with 39 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Haese Financial Group offers investment management services where they help clients define their investment goals and then manage their investments accordingly. They monitor the portfolio and meet with clients as needed. The annual fee for investment management is a percentage of the assets they manage, and it's negotiable.
- Under $1,000,000: 0.75% to 2.00% per year
- Over $1,000,000: 0.50% to 1.50% per year
Location
N168 W21931 Main Street, Jackson, WI, 53037
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2022Employment History
Current Registrations
Haese Financial Group INC
Superior Financial Services,inc.Broker
Previous Registrations
First Midwest Securities, INC.Broker
Hydra Securities CorporationBroker
The Stuart-James Company, IncorporatedBroker
State Registrations14 states
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.