William Warnke is a CFA-designated registered investment advisor at Pavlic Investment Advisors, INC., based in Delafield, WI, with 37 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 87 clients with $110M 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 $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are paid quarterly in advance. Minimum relationship size is $500,000, which may be waived or negotiated in certain circumstances. The firm may also provide advice to other advisors or parties for a fixed or negotiable fee outside this basic schedule.
Fee Estimator
Location
440 Wells Street, 203, Delafield, WI, 53018
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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 →Employment History
Current Registrations
Pavlic Investment Advisors, INC.
Previous Registrations
Warnke/nichols LTD.
Warnke/nichols LTD.
State Registrations2 states
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
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