Wisconsin Wealth Advisors (WWA) provides investment management on a discretionary or non-discretionary basis, meaning they either make trades for you or get your approval first. WWA also offers services to retirement plans, acting as a limited scope fiduciary. Additionally, WWA provides consulting services covering financial goals, net worth, cash flow, retirement strategy, risk assessment, tax planning, and estate review. Consulting plans are delivered within 30 days, contingent on receiving all required documentation.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
The annual fee is negotiable based upon certain criteria (e.g. historical relationship, type of assets, anticipated future earning capacity, anticipated future additional assets, dollar amounts of assets to be managed, related accounts, account composition, negotiations with Clients, etc.).