Overview

Headquarters
Neenah, WI
Total Firm Assets
$1.8 billion
Average High-Net-Worth Client Portfolio Size
$6.0 million

Fee Disclosure

Source: 2025 FORM ADV BROCHURE (2025-03-19) · View brochure text
Latest filing: 2026 FORM ADV BROCHURE (2026-03-26) · View brochure text

MinMaxDisclosed Annual Rate
$0 $3,000,000 0.50%
$3,000,001 $5,000,000 0.40%
$5,000,001 $10,000,000 0.30%
$10,000,001 and above 0.25%

Stated Minimum Annual Fee: $10,000

Estimated Annual Advisory Fees
Portfolio ValueEstimated Annual FeeEffective Fee Rate
$1 million $10,000 1.00%
$5 million $23,000 0.46%
$10 million $38,000 0.38%
$50 million $138,000 0.28%
$100 million $263,000 0.26%

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets
95.09%
Number of High-Net-Worth Clients
277
Total Client Accounts
1,077
Discretionary Accounts
1,069
Non-Discretionary Accounts
8

Services Offered

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

Regulatory Filings

SEC CRD Number
107630

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

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