Daniel Wilhelm
Daniel Wilhelm is a registered investment advisor at Analytical Investment Services, based in La Crosse, WI, with 19 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 34 clients with $7.5M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.25% |
| $100K - $250K | 1.00% |
| $250K - $500K | 0.80% |
| $500K - $1.0M | 0.60% |
| $1M+ | 0.60% |
Fees negotiable for accounts over $1,000,000.
Fee Estimator
Location
1523 Rose Street, STE 8, La Crosse, WI, 54603
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
February 2001Other Business Activities
Daniel owns a real estate appraisal business, Analytical Services, since 1995, spending about a quarter of his time on it. He is also the treasurer for the La Crosse Logan Alumni Association and receives compensation as a property owner via a land contract.
Employment History
Current Registrations
Analytical Investment Services
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.