Brittany Falkner
Brittany Falkner is a CFP-designated registered investment advisor at Boardwalk Financial Strategies LLC, based in Hartland, WI, with 9 years of industry experience. Brittany operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 85 clients with $200M 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 $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.15% |
Fees are paid quarterly in advance. A minimum annual fee of $17,500 applies. Non-profit accounts have a separate discounted fee schedule starting at 0.60% with an $8,500 minimum annual fee. Fees are negotiable at the firm's discretion.
Fee Estimator
Location
128 Cottonwood Avenue, Hartland, WI, 53029
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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 →Employment History
Current Registrations
Boardwalk Financial Strategies LLC
Previous Registrations
Charter Capital Management, INC
Liberty Financial Group, INC.
Financial Service Group INC
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.
Exams
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