Anthony Wilhelms is a CFA-designated registered investment advisor at Nicolet Wealth Management, based in Green Bay, WI, with 13 years of industry experience. Anthony operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Retirement Planning. Their firm serves 3,885 clients with $3.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.60% |
Retirement Plan Services fee is generally 0.60%, based on an annualized percentage of assets held in the Plan. Fees may be higher or lower based on factors such as total amount of assets involved in the client relationship, the complexity of the services we provide, and the number and range of supplementary advisory and client-related services to be provided. Participants will pay an advisory fee to the fund manager and other expenses as shareholders of the funds held. Separate from those fees, the Plan pays us our fee for our investment recommendation services.
Fee Estimator
Location
111 N. Washington Street, Green Bay, WI, 54301
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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
Anthony works as a financial advisor representative at Nicolet Advisory Services, LLC, dedicating nearly full-time hours to this role. He also owns rental properties, which are not investment-related.
Employment History
Current Registrations
Nicolet Wealth Management
Previous Registrations
Private Client Services, LLCBroker
Sii Investments, INC.
Sii Investments, INC.Broker
Associated Investment Services, INC.Broker
J.P. Morgan Securities LLCBroker
Chase Investment Services CORP.Broker
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.