Overview

Headquarters
Madison, WI
Total Firm Assets
$115 million
Average High-Net-Worth Client Portfolio Size
$1.6 million
Stated Minimum Account Size
$200,000

Fee Disclosure

Source: LEACH, BICKMORE & WEISS WEALTH MANAGEMENT, LLC (2026-07-24) · View brochure text

MinMaxDisclosed Annual Rate
$0 $2,000,000 0.75%
$2,000,001 $10,000,000 0.65%
$10,000,001 and above 0.50%
Estimated Annual Advisory Fees
Portfolio ValueEstimated Annual FeeEffective Fee Rate
$1 million $7,500 0.75%
$5 million $34,500 0.69%
$10 million $67,000 0.67%
$50 million $267,000 0.53%
$100 million $517,000 0.52%

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets
57.72%
Number of High-Net-Worth Clients
42
Total Client Accounts
608
Discretionary Accounts
608

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Educational Seminars

Regulatory Filings

SEC CRD Number
281302
  • LEACH, BICKMORE & WEISS WEALTH MANAGEMENT, LLC (2026-07-24) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

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