Milton Blersch is a registered investment advisor at Blue Bison Investments, based in Highwood, IL, with 21 years of industry experience. Milton operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 183 clients with $18M 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 $2.0M | 2.00% |
| $2.0M - $2.5M | 1.00% |
| $2.5M - $3.0M | 0.95% |
| $3.0M - $3.5M | 0.90% |
| $3.5M - $4.0M | 0.85% |
| $4.0M - $4.2M | 0.80% |
| $4.3M - $4.5M | 0.75% |
| $4.5M - $4.7M | 0.70% |
| $4.8M - $5.0M | 0.65% |
| $5.0M - $5.2M | 0.60% |
| $5.3M - $5.5M | 0.55% |
| $5.5M - $5.7M | 0.50% |
| $5.8M - $6.0M | 0.45% |
| $6M+ | 0.40% |
Fees are negotiable.
Fee Estimator
Location
Highwood, IL
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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
Milton is a member/CPA at Blersch Wiesner & Company LLP, a CPA firm. This takes nearly all of Milton's time.
Employment History
Current Registrations
Blue Bison Investments
Previous Registrations
Wrp Investments, INC.
State Registrations1 state
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