Overview
- Headquarters
- Brookfield, WI
- Total Firm Assets
- $283 million
- Average High-Net-Worth Client Portfolio Size
- $2.4 million
- Stated Minimum Account Size
- $100,000
Fee Disclosure
Source: BROCHUREADV_PART_II 07152026 (2026-07-15) · View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $500,000 | 3.00% |
| $500,001 | $1,000,000 | 2.50% |
| $1,000,001 | $2,500,000 | 2.00% |
| $2,500,001 | and above | 1.50% |
Stated Minimum Annual Fee: $1,000
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $27,500 | 2.75% |
| $5 million | $95,000 | 1.90% |
| $10 million | $170,000 | 1.70% |
| $50 million | $770,000 | 1.54% |
| $100 million | $1,520,000 | 1.52% |
Actual fees may vary; other investment costs may apply.
Clients
- High-Net-Worth Share of Firm Assets
- 58.72%
- Number of High-Net-Worth Clients
- 68
- Total Client Accounts
- 1,490
- Discretionary Accounts
- 956
- Non-Discretionary Accounts
- 534
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Educational Seminars
Regulatory Filings
- SEC CRD Number
- 130919
- BROCHUREADV_PART_II 07152026 (2026-07-15) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗