| Assets Under Management | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $15.0M | 0.85% |
| $15M+ | 0.85% |
Fees negotiable above $15,000,000.
790 N Water Street Suite 1200, Milwaukee, WI, 53202
Get directionsNo 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 →Andrew is a portfolio manager at Heartland Advisors and a registered representative at ALPS Distributors, dedicating full-time hours to each. He also serves on the foundation board of the Betty Brinn Children's Museum, is treasurer for the Christ King Athletic Association, and a member of the finance council for Christ King Catholic Parish.