Colbey Grisar is a registered investment advisor at Boardwalk Financial Strategies LLC, based in Hartland, WI. Colbey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 89 clients with $180M 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 | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.15% |
Non-profit accounts have a different fee schedule: First $1M: 0.60%, Next $1M: 0.50%, Next $1M: 0.40%, Next $2M: 0.30%, Over $5M: 0.10%. Minimum annual fee of $17,500 applies for standard accounts and $8,500 for non-profit accounts. Fees may be discounted at the firm's discretion.
Fee Estimator
Location
128 Cottonwood Avenue, Hartland, WI, 53029
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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
Boardwalk Financial Strategies LLC
State Registrations1 state
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