Carrie Ticali is a CFP-designated registered investment advisor at Review Services INC, based in Brookfield, WI, with 21 years of industry experience. Carrie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 171 clients with $190M 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 | 0.75% |
| $2M+ | 0.50% |
Fees may vary from client to client and are negotiable in isolated circumstances.
Fee Estimator
Location
13255 West Bluemound Road, Suite 205, Brookfield, WI, 53005
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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
Review Services INC
Previous Registrations
Robert W. Baird & CO. Incorporated
State Registrations1 state
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