Gary Grosskopf
Gary Grosskopf is a CFP-designated registered investment advisor at Leach, Bickmore & Weiss Wealth Management, LLC, based in Madison, WI, with 4 years of industry experience. Gary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 292 clients with $120M 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 $500K | 1.25% |
| $500K - $1.0M | 1.10% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.50% |
Fees are negotiable. The firm also offers Asset Management services with fees based on a tiered schedule or a flat percentage, not exceeding 1% annually.
Fee Estimator
Location
6410 Enterprise Lane, Suite 120, Madison, WI, 53719
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Leach, Bickmore & Weiss Wealth Management, LLC
State Registrations2 states
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