The Milwaukee Company offers investment management and financial planning services to individuals, trusts, and charitable organizations. The firm uses rules-based investment strategies based on academic research, primarily investing in low-cost, index-based exchange-traded funds (ETFs). The firm monitors market conditions and may make discretionary adjustments to client portfolios. Financial planning services include reviewing assets, assessing risk tolerance, and planning for retirement, taxes, and estates. The Milwaukee Company may suggest third-party service providers but receives no compensation for referrals.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.70% |
| $1.0M - $2.5M | 0.50% |
| $2.5M - $10.0M | 0.40% |
| $10.0M - $100.0M | 0.35% |
| $100M+ | 0.30% |
A flat fee of 0.90% is charged for clients for whom we manage assets valued in total at less than $1,000,000. Advisory fee is negotiable and can be reduced by combining family member accounts.