Patrick Poehling
Patrick Poehling is a registered investment advisor at Poehling Capital Management, INC., based in Madison, WI, with 21 years of industry experience. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 435 clients with $590M 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 | 1.25% |
| $500K - $1.0M | 1.10% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Location
525 Junction Road, Suite 8700, Madison, WI, 53717
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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 →Other Business Activities
Patrick manages a fund for the Ryan Michael Poehling Foundation, which provides scholarships to students at UW-La Crosse and the University of Florida. This activity is not investment-related.
Employment History
Current Registrations
Poehling Capital Management, INC.
State Registrations2 states
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