Marlo Testwuide
Marlo Testwuide is a CFP-designated registered investment advisor at H. C. Denison CO., based in Sheboygan, WI, with 11 years of industry experience. Marlo operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 212 clients with $180M 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 $250K | 1.20% |
| $250K - $500K | 1.00% |
| $500K - $1.0M | 0.90% |
| $1.0M - $5.0M | 0.80% |
| $5M+ | 0.75% |
Fees are generally negotiable.
Fee Estimator
Location
618 North 7th Street, Sheboygan, WI, 53081
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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 ActivitiesSells Insurance
Marlo is a registered representative of H.C. Denison Co. and an independent licensed insurance agent, receiving commissions from both roles. Marlo also serves as the Treasurer of the Business Improvement District: Harbor Centre, a non-compensated position.
Employment History
Current Registrations
H. C. Denison CO.
H. C. Denison CO.Broker
State Registrations5 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.