Overview
- Headquarters
- Mishicot, WI
- Total Firm Assets
- $148 million
- Average High-Net-Worth Client Portfolio Size
- $1.1 million
Fee Disclosure
Source: FORM ADV PART 2A - FIRM BROCHURE AND PART 2B OF FORM ADV: BROCHURE SUPPLEMENT (2026-08-28) · View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | and above | 1.50% |
Stated Minimum Annual Fee: $3,000
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $15,000 | 1.50% |
| $5 million | $75,000 | 1.50% |
| $10 million | $150,000 | 1.50% |
| $50 million | $750,000 | 1.50% |
| $100 million | $1,500,000 | 1.50% |
Actual fees may vary; other investment costs may apply.
Clients
- High-Net-Worth Share of Firm Assets
- 42.32%
- Number of High-Net-Worth Clients
- 55
- Total Client Accounts
- 936
- Discretionary Accounts
- 899
- Non-Discretionary Accounts
- 37
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Educational Seminars
Regulatory Filings
- SEC CRD Number
- 306943
- FORM ADV PART 2A - FIRM BROCHURE AND PART 2B OF FORM ADV: BROCHURE SUPPLEMENT (2026-08-28) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗