| Assets Under Management | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $15.0M | 0.90% |
| $15.0M - $25.0M | 0.80% |
| $25.0M - $50.0M | 0.70% |
| $50.0M - $100.0M | 0.60% |
| $100.0M - $150.0M | 0.50% |
| $150.0M - $250.0M | 0.40% |
| $250M+ | 0.30% |
Equity Management Services
100 W Wisconsin Ave, Neenah, WI, 54956
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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 →Michael is a board member of the University of Wisconsin Oshkosh Foundation Board of Directors and Investment Committee, dedicating minimal time. He and his wife also manage Winchester Park Properties, LLC, which owns a rental property, dedicating minimal time.