Emily Cuadra is a registered investment advisor at Tower View Wealth Management LLC, based in Oshkosh, WI, with 1 years of industry experience. Emily operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 2 more. Their firm serves 209 clients with $320M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees do not exceed 1.50% annually and are negotiable based on account size, complexity, and services provided.
Fee Estimator
Location
146 Algoma Blvd, Suite E, Oshkosh, WI, 54901
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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
Emily is the treasurer/board member for the local Wild Youth Wrestling Club and is not compensated. She is also employed by The Sports Shed, DBA Brighton Acres, as a part-time wedding coordinator and is compensated hourly.
Employment History
Current Registrations
Tower View Wealth Management LLC
State Registrations7 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.
Exams
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