Sittner & Nelson offers wealth management, financial planning, and retirement plan consulting. Wealth management combines investment portfolio management with financial planning. Financial planning covers business, cash flow, charitable giving, insurance, retirement, tax, and estate planning. Retirement plan consulting is offered to qualified retirement plans.
Fee Structure
Sittner & Nelson's wealth management fees are based on a percentage of your portfolio's value, ranging from 0.55% to 0.95% per year. The specific fee is determined by your asset level, income, relationships with other clients, expected use of independent managers, and scope of financial planning services. Fixed fees may apply to certain accounts like 529 plans. Fees are calculated and payable quarterly in advance.