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Michael Brusko

15 Years of Experience
Muskego, WI

Michael Brusko is a registered investment advisor at Toptier Wealth Management, based in Muskego, WI, with 15 years of industry experience. Michael 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 4 more. Their firm serves 105 clients with $180M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
105 clients
Average Client Portfolio
$1.7M average
Assets Under Management
$175.7M

Fee Structure

Planning is included in investment management
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Annual fees will not exceed 1.00%. Fee is negotiable depending on individual client circumstances.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Muskego, WI

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History

Regulatory History
Clean regulatory record

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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Employment History
Current Registrations
Toptier Wealth Management
March 2018 - Present · 8 yrs 2 mos
Previous Registrations
Heartland Advisors, INC.
January 2013 - March 2018 · 5 yrs 2 mos
Alps Distributors, INC.Broker
May 2010 - February 2018 · 7 yrs 9 mos
State Registrations1 state
WI
Advisor

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Exams
No exam information available for this advisor.