| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.50% |
| $2.0M - $5.0M | 1.20% |
| $5.0M - $10.0M | 0.90% |
| $10.0M - $25.0M | 0.80% |
| $25M+ | 0.70% |
Fees are negotiable.
1200 Centennial Centre Blvd, Suite 100, Hobart, WI, 54155
Get directionsNo 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 →Jared is a co-owner and officer of Bluestem LLC, a business that owns and produces a cattle grafting product called MotherUp. He currently takes no salary or distributions from this position.