Top Shelf Advisors primarily manages investment accounts for Wisconsin clients, focusing on their long-term and short-term financial goals. They use a timeline-based approach to manage risk and allocate assets, primarily using exchange-traded funds and individual stocks and bonds. Top Shelf Advisors may also provide standalone investment advice, financial planning, and financial education services.
Assets Under Management$2.2M
Clients16
Advisors1
Avg. per Client$140K
Avg. per Advisor$2.2M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.25% |
AUM fees may be reduced in future years.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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