M&I Financial Planning Services offers investment and financial planning services. They tailor each client's portfolio to their risk tolerance and investment preferences. They consider the client's overall financial situation, including real estate, retirement accounts, insurance, and taxes. M&I aims for asset preservation and moderate growth, discussing each investment with the client before making changes.
Assets Under Management$19M
Clients56
Advisors2
Avg. per Client$330K
Avg. per Advisor$9.3M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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