Overview

Headquarters
River Falls, WI
Total Firm Assets
$150 million
Average High-Net-Worth Client Portfolio Size
$3.6 million
Stated Minimum Account Size
$100,000

Fee Disclosure

Source: DISCLOSURE BROCHURE (2026-10-08) · View brochure text

MinMaxDisclosed Annual Rate
$0 $1,000,000 1.50%
$1,000,001 $2,000,000 1.25%
$2,000,001 $5,000,000 1.00%
$5,000,001 and above 0.75%
Estimated Annual Advisory Fees
Portfolio ValueEstimated Annual FeeEffective Fee Rate
$1 million $15,000 1.50%
$5 million $57,500 1.15%
$10 million $95,000 0.95%
$50 million $395,000 0.79%
$100 million $770,000 0.77%

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets
48.52%
Number of High-Net-Worth Clients
20
Total Client Accounts
256
Discretionary Accounts
256

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting

Regulatory Filings

SEC CRD Number
131506

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

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