| Assets Under Management | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $15.0M | 0.85% |
| $15M+ | 0.85% |
Fees negotiable above $15,000,000.
790 N Water Street Suite 1200, Milwaukee, WI, 53202
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 →Michael works as an associate portfolio manager for Heartland Advisors, dedicating full-time hours. He also manages vacation rentals through Adventure Capital Group, spending minimal time on this. Additionally, Michael is a registered representative with ALPS Distributors, Inc., working full-time, and a volunteer board member for Hawk Center for Investment Analysis, spending minimal time.