The Milwaukee Company Fees & Minimum

Overview

Headquarters: Thiensville, WI
Total Firm Assets: $1.3 billion
Average High-Net-Worth Client Portfolio Size: $16.7 million
Stated Minimum Account Size: $500,000

Fee Disclosure

Source: ESTATE COUNSELORS, LLC ADV BROCHURE (2026-09-18) · View brochure text

Min	Max	Disclosed Annual Rate
$0	$1,000,000	0.70%
$1,000,001	$2,500,000	0.50%
$2,500,001	$10,000,000	0.40%
$10,000,001	$100,000,000	0.35%
$100,000,001	and above	0.30%

Estimated Annual Advisory Fees

Portfolio Value	Estimated Annual Fee	Effective Fee Rate
$1 million	$7,000	0.70%
$5 million	$24,500	0.49%
$10 million	$44,500	0.44%
$50 million	$184,500	0.37%
$100 million	$359,500	0.36%

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets: 36.00%
Number of High-Net-Worth Clients: 29
Total Client Accounts: 319
Discretionary Accounts: 319

Services Offered

Services: Portfolio Management for Individuals, Portfolio Management for Companies

Regulatory Filings

SEC CRD Number: 123452

ESTATE COUNSELORS, LLC ADV BROCHURE (2026-09-18) (fee schedule source) · View brochure text

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

Frequently Asked Questions

What fees does The Milwaukee Company disclose?

Is The Milwaukee Company a fiduciary?

Where is The Milwaukee Company located?

How many clients does The Milwaukee Company have?

What services does The Milwaukee Company offer?

How much does The Milwaukee Company manage?

What types of clients does The Milwaukee Company serve?