Alliance Wealth Management Milwaukee, INC.

Fixed/Hourly

Alliance Wealth Management Milwaukee (AWMMIL) provides financial planning and investment consulting services. These services are offered for a flat fee based on the value of assets subject to the services, or in some cases, an hourly fee. AWMMIL can help with income analysis, cash flow and budgeting, investment analysis, insurance analysis, estate planning, 401(k)/403(b) plans, pension analysis, stock option analysis, and business succession planning. AWMMIL does not manage investments.

Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A

Fee Structure

Hourly Rate:$150 - $300/hr
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Location

1 Advisors at this firm

Alliance Wealth Management Milwaukee, INC. | TrueAdvisor