PP
PP
Patrick Poehling
21 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
—
Loading...
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
Patrick manages a fund for the Ryan Michael Poehling Foundation, which provides scholarships to students at UW-La Crosse and the University of Florida. This activity is not investment-related.
Employment History
Current Registrations
Poehling Capital Management, INC.
June 2004 - Present · 21 yrs 9 mos
State Registrations2 states
TXWI
Advisor
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.