Michael Haubrich is a CFP-designated registered investment advisor at Financial Service Group INC, based in Racine, WI, with 28 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 4 more. Their firm serves 192 clients with $210M in assets under management.
Compensation
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Fee Structure
FSG's Relationship & Foundations Program fees are based on a formula that includes your net worth and adjusted gross income. The annual Relationship Fee is calculated as $1,800 plus 0.60% of your net worth up to $2.5 million (0.30% on amounts over $2.5 million) plus 1% of your adjusted gross income. The fee is fixed for at least 24 months and billed quarterly. The minimum annual fee is $6,000 (or $4,800 for relationships established prior to 4/1/2022). The fee is negotiable at the discretion of FSG.
The Foundations Program Fee is based on the same formula as the Relationship Fee but may be billed as a monthly installment. It is recalculated every 24 months without the maximum increase of 15% limitation. The minimum monthly fee is $200. This service is only available to clients in the accumulation phase at the discretion of FSG.
The annual fee for the Limited Relationship is $1,500. An additional fee of 1.00% will be charged for portfolios greater than $150,000. This service model is for legacy clients only and is not available to new clients.
Contact
Michael Haubrich
Location
4812 Northwestern Ave, Racine, WI, 53406
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Financial Service Group INC
State Registrations2 states
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Additional Information
Check out our web site at www.ToYourWealth.com