Bernicke Wealth Management
Assets Under Management
N/A
Number of Clients
Not reported
Number of Advisors
8
Avg. Portfolio per Client
N/A
Avg. Managed per Advisor
N/A
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
About This Firm
Bernicke Wealth Management offers wealth management services including investment management and financial planning. They work with individuals, families, and organizations to build, grow, manage, and protect their wealth. Bernicke Wealth tailors its services to meet specific client needs and objectives. Financial planning is included with investment management, but is also offered as a stand-alone service.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.75% |
Fees are negotiable and may vary based on client complexity, assets under management, anticipated future assets, related accounts, portfolio style, and reporting needs.
Fee Estimator
Areas of Practice
Location
1565 Bluestem Blvd., Altoona, WI, 54720