John Bleidorn
John Bleidorn is a registered investment advisor at Bleidorn Tax & Investment Services, LLC, based in Milwaukee, WI, with 16 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Tax Planning. Their firm serves 47 clients with $8M 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 $2.0M | 1.60% |
| $2.0M - $4.0M | 1.40% |
| $4.0M - $6.0M | 1.20% |
| $6M+ | 1.20% |
Fees over $6,000,000 are negotiable based on complexity. This includes a reasonable amount of tax return preparation, tax planning, or financial/estate planning services as desired. In some cases, certain clients will be charged lower or no fees depending on the relationship with BTIS.
Fee Estimator
Location
Milwaukee, WI
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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.
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John is a self-employed CPA providing tax preparation and consulting services through Bleidorn Tax Services, LLC since 2008. He spends nearly full-time on tax consulting and about 10-20% of his time on investment advisory services.
Employment History
Current Registrations
Bleidorn Tax & Investment Services, LLC
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.