Caroline Jankowski is a registered investment advisor at Operose Advisors LLC, based in Milwaukee, WI, with 6 years of industry experience. Caroline operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 453 clients with $1.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Operose Advisors typically charges an annual fee based on a percentage of the assets they manage. This fee generally ranges from 0.10% to 0.95% depending on the scope and complexity of the advisory services. The fees are calculated quarterly based on the average daily balance of your account. The firm may also charge flat fees in lieu of a percentage of assets under management, which are negotiated on a case-by-case basis.
Location
731 North Water Street, Suite 790, Milwaukee, WI, 53202
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Operose Advisors LLC
State Registrations1 state
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