| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.20% |
| $500K - $1.5M | 0.80% |
| $1.5M - $3.0M | 0.60% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.40% |
Fees may be negotiable depending on the size and type of account, level of service, and other factors.
8215 Greenway Boulevard, Suite 540, Middleton, WI, 53562
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Learn about disclosures →David is a board member of the MCPASD Education Foundation, a charitable organization supporting local students and teachers. He dedicates minimal time to fundraising, budget tracking, and scholarship awards.