Riley Siltman is a CFP-designated registered investment advisor at N.E.W. Advisory Services, LLC, based in Hobart, WI, with 1 years of industry experience. Riley is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 4,862 clients with $1.6B 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 $50K | 1.50% |
| $50K - $100K | 1.40% |
| $100K - $250K | 1.30% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.20% |
| $1.0M - $2.0M | 1.15% |
| $2.0M - $3.0M | 1.13% |
| $3.0M - $4.0M | 1.11% |
| $4.0M - $5.0M | 1.09% |
| $5.0M - $7.5M | 1.05% |
| $7.5M+ | 1.00% |
Fees are negotiable. Accounts held direct with a product sponsor are charged a flat 0.75%.
Fee Estimator
Location
1200 Centennial Centre Blvd, Suite 300, Hobart, WI, 54115
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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 Activities
Riley works as a registered assistant for Hermsen Wealth Management LLC, dedicating full-time hours. Riley is also a registered assistant for New Advisory Services LLC.
Employment History
Current Registrations
N.E.W. Advisory Services, LLC
Geneos Wealth Management, INC.Broker
Previous Registrations
Nicolet Wealth Management
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.
Exams
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