Jean Golla is a registered investment advisor at Sikich Financial, based in Brookfield, WI, with 22 years of industry experience. Jean operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Education Planning, Estate Planning, and 6 more. Their firm serves 1,164 clients with $1.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $20.0M | 0.55% |
| $20M+ | 0.40% |
Schedule reflects the Advisor Managed Portfolios program and Charles Schwab accounts. The Wrap and Unified Managed Account programs have higher rates starting at 2.00%. Fees are negotiable.
Fee Estimator
Location
17335 Golf Parkway, Suite 500, Brookfield, WI, 53045
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Regulatory History
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
Sikich Financial
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Morgan Stanley
Morgan StanleyBroker
LPL Financial LLC
LPL Financial LLCBroker
Johnson Wealth INC.
BMO Harris Financial Advisors, INC.Broker
BMO Harris Financial Advisors, INC.Broker
M&i Financial Advisors, INCBroker
Natcity Investments, INC.
Natcity Investments, INC.Broker
Suntrust Investment Services, INC.
Suntrust Investment Services, INC.Broker
Fifth Third Securities, INC.Broker
Wells Fargo Investments, LLCBroker
Banc One Securities CorporationBroker
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.
Exams
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