Rebecca Wiegand is a registered investment advisor at Isthmus Partners, LLC, based in Madison, WI, with 18 years of industry experience. Rebecca operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Investment Management, and 1 more. Their firm serves 381 clients with $1.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Isthmus Partners offers investment management for institutional clients. The annual fee is a percentage of the assets managed and varies depending on the size of the portfolio and the investment strategy chosen:
- Large Cap Core Equity:
- First $5 million: 0.75%
- Next $15 million: 0.60%
- Next $30 million: 0.55%
- Over $50 million: 0.45%
- Small-Mid Cap Core Equity:
- First $5 million: 0.85%
- Next $15 million: 0.70%
- Next $30 million: 0.60%
- Over $50 million: 0.50%
- Small Cap Core Equity:
- First $5 million: 0.90%
- Next $15 million: 0.75%
- Next $30 million: 0.65%
- Over $50 million: 0.50%
Location
1 South Pinckney Street, Suite 800, Madison, WI, 53703
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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 Activities
The filing mentions Neora International, LLC, but provides no information about Rebecca's role or time commitment. It is not possible to determine if this activity is investment-related or involves insurance sales.
Employment History
Current Registrations
Isthmus Partners, LLC
Previous Registrations
Thrivent Investment Management INC.Broker
Robert W. Baird & CO. Incorporated
Robert W. Baird & CO. IncorporatedBroker
State Registrations1 state
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