| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1.0M - $5.0M | 1.75% |
| $5M+ | 1.50% |
Subject to a $300 minimum quarterly fee (not to exceed 3% of a client’s assets under management)
2125 W. Washington St., West Bend, WI, 53095
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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 →Nathan is an insurance agent selling term life insurance, spending minimal time on it. He also owns Tax Center of Wisconsin, LLC and is a partner at Eulert Accounting LLC, dedicating about 10-20% of his time to each, and owns DFG Properties, LLC. Finally, Nathan is a sole proprietor selling fixed annuities, spending minimal time on it.