Brent Polzin
Areas of Practice
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.30% |
| $250K - $500K | 1.10% |
| $500K - $1.0M | 0.80% |
| $1.0M - $2.5M | 0.50% |
| $2.5M - $5.0M | 0.30% |
| $5.0M - $10.0M | 0.25% |
| $10M+ | 0.25% |
Fees are negotiable. HWM may also negotiate a fixed annual fee based on assets under supervision.
Fee Estimator
Location
727 Cormier Road, Suite 101, Green Bay, WI, 54303
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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 ActivitiesSells Insurance
Brent is a partner in ECO Angus, raising cattle, and owns Brent Polzin Beef Farm, dedicating minimal time and about 10-20% of his time respectively. He is also a member of Harbor Wealth Management, LLC, RHP Properties, LLC, and SA Investors, LLC, and a registered representative with APW Capital, INC., spending nearly all of his time advising clients.
Employment History
Current Registrations
Harbor Wealth Management, LLC
Apw Capital, INC.Broker
Previous Registrations
Harbor Wealth Management, LLC
Midwest Professional Planners, LTD.
AXA Advisors, LLC
AXA Advisors, LLCBroker
State Registrations8 states
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