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 goals, problems, 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 FSNEW trades under a limited power of attorney. FSNEW provides a written evaluation and periodic reviews.
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$1,000
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.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningEducation PlanningFinancial Planning & Coaching
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Location
WI, United States