Overview
- Headquarters
- Brookfield, WI
- Total Firm Assets
- $186 million
- Average High-Net-Worth Client Portfolio Size
- $2.0 million
- Stated Minimum Account Size
- $25,000
Fee Disclosure
Source: FORM ADV PART 2A APPENDIX 1 - WRAP BROCHURE (2026-02-03)
· View brochure text
Latest filing: FORM ADV PART 2A - FIRM BROCHURE (2026-02-03)
· View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $500,000 | 1.00% |
| $500,001 | $1,000,000 | 0.85% |
| $1,000,001 | $2,500,000 | 0.55% |
| $2,500,001 | $5,000,000 | 0.45% |
| $5,000,001 | and above | 0.35% |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $9,250 | 0.92% |
| $5 million | $28,750 | 0.58% |
| $10 million | $46,250 | 0.46% |
| $50 million | $186,250 | 0.37% |
| $100 million | $361,250 | 0.36% |
Actual fees may vary; other investment costs may apply.
Clients
- High-Net-Worth Share of Firm Assets
- 53.71%
- Number of High-Net-Worth Clients
- 50
- Total Client Accounts
- 489
- Discretionary Accounts
- 489
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Regulatory Filings
- SEC CRD Number
- 168675
- FORM ADV PART 2A APPENDIX 1 - WRAP BROCHURE (2026-02-03) (fee schedule source) · View brochure text
- FORM ADV PART 2A - FIRM BROCHURE (2026-02-03) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗