Baylee Shifflet is a CFP-designated registered investment advisor at Mbe Wealth Management, LLC, based in Reedsburg, WI, with 4 years of industry experience. Baylee operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 2,598 clients with $980M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
MBE Wealth's investment advisory fees range up to 1.50% annually, based on the complexity of services, level of assets, and overall relationship. Fees are paid quarterly or monthly, based on the market value of assets under management. For accounts established through American Funds Services, the fee is 0.50% annually. The firm may use independent managers, with total blended fees not exceeding 2.00% annually.
Location
1136 East Main St., Reedsburg, WI, 53959
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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 ActivitiesSells Insurance
Baylee is involved in insurance sales at the same address as their primary business. This non-investment related activity takes about 10% of their time.
Employment History
Current Registrations
Mbe Wealth Management, LLC
State Registrations1 state
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