| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $4.0M | 0.85% |
| $4.0M - $8.0M | 0.70% |
| $8M+ | 0.60% |
10 E Doty Street, Suite 320, Madison, WI, 53703
Get directionsNo 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 →Annette is a Senior Vice President and Wealth Portfolio Manager at Johnson Bank, an investment-related affiliate, since April 2015. She works full-time as a portfolio manager and dual employee of Johnson Bank and Johnson Wealth Inc.