Jamie Droessler is a CFP-designated registered investment advisor at Direct Financial Care, based in Black Earth, WI, with 16 years of industry experience. Jamie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 5 more. Their firm serves 88 clients with $190M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Direct Financial Care's investment management fees are based on a percentage of your portfolio and are individually negotiated. These fees typically range from 0.25% to 1.00% annually, although some clients may pay more or less based on their financial situation. In some cases, a flat quarterly fee may be negotiated, which will be adjusted annually for inflation.
Location
Black Earth, WI
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Direct Financial Care
Previous Registrations
Sva Wealth Management, LLC
Droessler Financial Planning, LLC
Filbrandt Investment Advisers Incorporated
State Registrations1 state
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.