Kurt Mihelich is a registered investment advisor at Oarsman Capital, INC, based in Milwaukee, WI, with 29 years of industry experience. Kurt operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 655 clients with $930M 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 $500K | 1.00% |
| $500K - $1.0M | 0.80% |
| $1.0M - $3.0M | 0.70% |
| $3.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
These fees are for clients other than LRC clients. LRC clients have a different fee schedule. Subject to a minimum account size of $1,000,000 (though this may be waived at OCI’s or LRC’s discretion).
Fee Estimator
Location
790 North Water Street, Suite 1850, Milwaukee, WI, 53202
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Oarsman Capital, INC
Previous Registrations
Global Retirement Partners LLC
Three Lakes Securities, LLC
Three Lakes Securities, LLCBroker
Coordinated Capital Securities, INC.Broker
Coordinated Capital Securities, INC.
New York Life Investment Management LLC
Nylife Distributors LLCBroker
Robert W. Baird & CO. Incorporated
Robert W. Baird & CO. IncorporatedBroker
State Registrations2 states
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.