Brian Donley is a PFS-designated registered investment advisor at Walleye Partners LLC, based in Madison, WI, with 19 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 93 clients with $280M 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 $5.0M | 0.80% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.40% |
Fee Estimator
Location
551 W Main Street, Suite 200, Madison, WI, 53703
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Walleye Partners LLC
Previous Registrations
Mendota Financial Group, LLC
Thompson Investment Management, INC.
State Registrations1 state
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