Evan Salmela is a CFA-designated registered investment advisor at The Kieckhefer Group, based in Mequon, WI, with 4 years of industry experience. Evan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, High Net Worth, Investment Management. Their firm serves 61 clients with $240M 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 | 1.50% |
| $1.0M - $5.0M | 1.25% |
| $5M+ | 1.00% |
The management fee is negotiable at the Firm’s discretion.
Fee Estimator
Location
1323 W. Towne Square Road, Mequon, WI, 53092-5047
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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 Kieckhefer Group
Previous Registrations
Denali Wealth Management, INC.
State Registrations1 state
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