Bleidorn Tax & Investment Services (BTIS) is a CPA firm and registered investment advisor in Wisconsin. BTIS provides ongoing investment management for individual client portfolios and hourly financial consulting for specific financial planning and tax needs. BTIS works with clients to determine an appropriate asset allocation model based on their goals, risk tolerance, and time horizon.
Assets Under Management$8M
Clients47
Advisors1
Avg. per Client$170K
Avg. per Advisor$8M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.60% |
| $2.0M - $4.0M | 1.40% |
| $4.0M - $6.0M | 1.20% |
| $6M+ | 1.20% |
Fees over $6,000,000 are negotiable based on complexity. This includes a reasonable amount of tax return preparation, tax planning, or financial/estate planning services as desired. In some cases, certain clients will be charged lower or no fees depending on the relationship with BTIS.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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