John Olk is a registered investment advisor at North Shore Investment Advisors, LLC, based in Neenah, WI, with 14 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 44 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 $500K | 1.00% |
| $500K - $1.0M | 0.80% |
| $1.0M - $3.0M | 0.70% |
| $3.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
All fees are negotiable.
Fee Estimator
Location
110 W. Wisconsin Ave, Neenah, WI, 54956
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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
John is a shareholder in Antigo-Bass Lake Investors LLC, dedicating minimal time to this activity.
Employment History
Current Registrations
North Shore Investment Advisors, LLC
Previous Registrations
Oarsman Capital, INC
Eagle One Investments, LLC
State Registrations1 state
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