Jacob Willms is a registered investment advisor at The Milwaukee Company, based in Mequon, WI, with 3 years of industry experience. Jacob operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 58 clients with $1.1B 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 $1.0M | 0.70% |
| $1.0M - $2.5M | 0.50% |
| $2.5M - $10.0M | 0.40% |
| $10.0M - $100.0M | 0.35% |
| $100M+ | 0.30% |
A flat fee of 0.90% is charged for clients for whom we manage assets valued in total at less than $1,000,000. Advisory fee is negotiable and can be reduced by combining family member accounts.
Fee Estimator
Location
Mequon, WI
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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
The Milwaukee Company
State Registrations1 state
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