TP
TP
Thomas Poehling
23 Years of Experience
May Earn Commission
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5 advisors
Number of Clients
432 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$489.3M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.10% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
525 Junction Road, Suite 8700, Madison, WI, 53717
Get directionsHistory
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 →Other Business Activities
Thomas is a board member of the Ryan Michael Poehling Foundation. He also owns Collectible Collection, LLC, a sports memorabilia e-commerce business since 2023, which is not investment related.
Employment History
Current Registrations
Poehling Capital Management, INC.
June 2004 - Present · 21 yrs 9 mos
Previous Registrations
Midwest Professional Planners, LTD.
October 2002 - July 2004 · 1 yr 9 mos
State Registrations1 state
WI
Advisor
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Exams
No exam information available for this advisor.