Financial Services of Northeast Wisconsin, INC.
Assets Under Management
$96.0M
Number of Clients
92
Number of Advisors
1
Avg. Portfolio per Client
$1.0M
Avg. Managed per Advisor
$96.0M
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
About This Firm
Financial Services of Northeast Wisconsin (FSNEW) offers personalized financial planning and investment management. FSNEW helps clients with financial goal setting, problem identification, cash flow, tax planning, insurance, investments, education, retirement, and estate planning. FSNEW sells annuities, insurance, and mutual funds. Clients make the final investment decisions and maintain control of their assets.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.00% |
| $100K - $500K | 0.50% |
| $500K+ | 0.50% |
Fees negotiable on assets above $500,001. Minimum quarterly fee of $250, also negotiable. Current client relationships may exist where the fees are higher or lower than the fee schedule above.
Fee Estimator
Areas of Practice
Location
WI, United States