Compound Wealth, Advisory, and Tax offers comprehensive wealth management, portfolio management, financial planning, and consulting services for individuals, families, and business owners. The firm creates personalized investment portfolios based on each client's specific goals, time horizon, and risk tolerance, utilizing both discretionary and non-discretionary authority. In addition to traditional investment management, Compound Wealth provides specialized programs such as the Compound Incubator Program for early-stage wealth builders and founders, and Compound Family Office services for high-net-worth clients requiring multi-generational and administrative coordination. Financial planning areas cover retirement, tax strategies, estate planning, charitable giving, and business succession. Compound Wealth operates out of Waunakee, Wisconsin.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.60% |
Fees are negotiable. For accounts over $10,000,000, fees are fully negotiated.