Daniel Wotruba
Daniel Wotruba is a registered investment advisor at Kerberrose Wealth Management, LLC, based in Green Bay, WI, with 29 years of industry experience. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 1,785 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 $250K | 1.25% |
| $250K - $500K | 1.15% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.70% |
Fees are negotiable for amounts greater than $10,000,000. Tax planning and preparation services are included for clients with $1,000,000 or more in assets.
Fee Estimator
Location
2202 Woodale Avenue, Green Bay, WI, 54313
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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 →Other Business Activities
Daniel is a consultant for Einstein Project, a non-profit organization, dedicating minimal time. He is also a shareholder at Kerberrose S.C., an accounting and financial services firm, dedicating full-time hours, and a passive member of KRA Real Estate, a real estate holding company.
Employment History
Current Registrations
Kerberrose Wealth Management, LLC
Previous Registrations
Schenck Investment Solutions LLC
Associated Investment Services, INC.Broker
Invest Financial CorporationBroker
Pfic Securities CorporationBroker
Wells Fargo Investments, LLCBroker
Firstar Investment Services,inc.Broker
State Registrations2 states
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