Wisconsin Wealth Advisors manages investment portfolios and provides financial consulting services for individuals and families. The registered investment advisor helps clients with retirement strategies, cash flow analysis, net worth tracking, tax planning coordination, and estate reviews. Wisconsin Wealth Advisors also provides advisory services to employee retirement plans, including 401(k) and pension plans. Investment management services are offered on both a discretionary basis, where the registered investment advisor makes trades without prior approval, and a non-discretionary basis, where client approval is required for each trade. The firm does not require a minimum account size to open an account.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Maximum annual fee of 1.50%. Fees are negotiable based on factors such as historical relationships, asset types, anticipated future earning capacity, anticipated future additional assets, and account composition.