Kelly Merten is a registered investment advisor at Pjs Investment Management, based in Cedarburg, WI, with 21 years of industry experience. Kelly operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 482 clients with $790M 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 | 0.80% |
| $2.0M - $3.0M | 0.70% |
| $3.0M - $4.0M | 0.60% |
| $4M+ | 0.50% |
Clients retained prior to December 2008 may pay investment advisory fees based on a lower fee schedule. Fees may be negotiable. Certain related client accounts may be grouped for the purpose of achieving the minimum account size and determining the annualized fee. Fees associated with accounts managed by PJS for employees are waived.
Fee Estimator
Location
Po Box 148, W62 N570 Washington Ave, Cedarburg, WI, 53012
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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
Pjs Investment Management
State Registrations1 state
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