Dennis Wesel is a registered investment advisor at Interactive Financial Advisors, based in Green Lake, WI, with 8 years of industry experience. Dennis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 1 more. Their firm serves 1,307 clients with $240M 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 $25K | 2.45% |
| $25K - $50K | 2.40% |
| $50K - $250K | 2.30% |
| $250K - $500K | 1.91% |
| $500K - $1.0M | 1.82% |
| $1M+ | 1.70% |
Rates reflect the maximum range for non-403b Invest With Trust accounts. Fees are negotiable for Invest With Trust services. Accounts also incur quarterly service fees of $10 to $18.75.
Fee Estimator
Location
Green Lake, WI
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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
Dennis is employed by Branshaw Financial as an assistant for investment clients and as a tax preparer. He is compensated with a salary.
Employment History
Current Registrations
Interactive Financial Advisors
State Registrations1 state
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