Areas of Practice
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
EIG charges a percentage of the total value of your investments each month. The exact percentage is negotiable and subject to a $2,400 minimum annual fee. EIG may group related accounts together to calculate a single fee based on the total amount invested. If you use third-party managers for specific investments like large-cap dividend stocks, small-cap growth stocks, or fixed income, you'll pay an additional fee to those managers on top of EIG's fee.
Location
N21 W23350 Ridgeview Parkway, Waukesha, WI, 53188
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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.
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Current Registrations
Ellenbecker Investment Group
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.