Timothy Neuenschwander
Timothy Neuenschwander is a CFP-designated registered investment advisor at Neuenschwander Asset Management, LLC, based in Mcfarland, WI, with 17 years of industry experience. Timothy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, High Net Worth, Investment Management, Retirement Planning. Their firm serves 190 clients with $150M 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 $200K | 1.85% |
| $200K - $500K | 1.25% |
| $500K - $1000K | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
Fees may be negotiable based on household relationship or individual circumstances.
Fee Estimator
Location
4893 Larson Beach Rd, Mcfarland, WI, 53558
Get directionsHistory
Regulatory History (1)
Criminal
June 2004Other Business Activities
Timothy is the managing member of TJN Properties, LLC, a residential real estate company, since 2017. He spends a few hours per week on this passive rental real estate activity.
Employment History
Current Registrations
Neuenschwander Asset Management, LLC
Previous Registrations
Neuenschwander Asset Management, LLC
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.