Nathan Schleicher is a registered investment advisor at Asc 401(k) Management, based in Appleton, WI, with 20 years of industry experience. Nathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Cross-Border Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 132 clients with $27M 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 | Included |
| $500K - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.55% |
| $5M+ | 0.55% |
Rates reflect the Professional Level service tier where the first $500,000 is included in the $5,000 annual fixed fee. Other service tiers (Executive, Concierge, and Investment Management Only) have separate schedules. Fees over $5,000,000 are negotiable.
Fee Estimator
Location
5583 Waterford Lane, Suite A, Appleton, WI, 54913
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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
Asc 401(k) Management
Previous Registrations
Asc 401(k) Management
Verus Investment Advisory Group, INC.
Sii Investments, INC.
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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