Areas of Practice
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 | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1000K | 1.50% |
| $1M+ | 1.25% |
Fees may be negotiable. The Investment Model Marketplace provides access to portfolios managed by third party managers, with subscription fees ranging from 0.15% to 1.00% in addition to the IAR advisory fee.
Fee Estimator
Location
1565 Bluestem Blvd., Altoona, WI, 54720
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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 Activities
Lindsey is associated with Bernicke Wealth Management, Ltd. as a Registered Investment Advisor (RIA), dedicating nearly full-time hours to this activity.
Employment History
Current Registrations
Bernicke Wealth Management
Private Client Services, LLCBroker
Previous Registrations
Great Valley Advisor Group, INC.
LPL Financial LLCBroker
Bernicke Wealth Management, LTD.
Triad Advisors LLCBroker
State Registrations19 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.