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Shannon Zur is a registered investment advisor at Vogel Consulting, LLC, based in Brookfield, WI, with 23 years of industry experience. Shannon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning, and 1 more.
Compensation
Fixed/Hourly
Firm Size
3 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $25.0M | 0.55% |
| $25.0M - $40.0M | 0.40% |
| $40.0M - $50.0M | 0.35% |
| $50M+ | 0.35% |
Fees are negotiable for aggregated assets above certain levels. Another pricing structure may exist for clients of Vogel as of 8/4/10.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
3415 Gateway Road, Brookfield, WI, 53045
Get directionsHistory
Regulatory History (1)
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Customer Dispute
August 2007Withdrawn
Employment History
Current Registrations
Vogel Consulting, LLC
November 2002 - Present · 23 yrs 5 mos
State Registrations3 states
FLILWI
Advisor
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
No exam information available for this advisor.