Michael Shone is a registered investment advisor at Operose Advisors LLC, based in Milwaukee, WI, with 22 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 453 clients with $1.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Operose Advisors typically charges an annual fee based on a percentage of the assets they manage. This fee generally ranges from 0.10% to 0.95% depending on the scope and complexity of the advisory services. The fees are calculated quarterly based on the average daily balance of your account. The firm may also charge flat fees in lieu of a percentage of assets under management, which are negotiated on a case-by-case basis.
Location
731 North Water Street, Suite 790, Milwaukee, WI, 53202
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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 →Employment History
Current Registrations
Operose Advisors LLC
Previous Registrations
Clariti Wealth Advisors
Wharton Equity Corporation
Marquette Associates, INC.
State Registrations1 state
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.