William Niewoehner is a registered investment advisor at Whn Investor Services, INC., based in Brookfield, WI, with 24 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 0.90% |
| $10M+ | 0.90% |
Fees are negotiable for accounts over $10 million.
Fee Estimator
Location
300 N. Corporate Dr., Brookfield, WI, 53045
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Whn Investor Services, INC.
State Registrations1 state
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