| Assets Under Management | Annual Fee |
|---|---|
| Up to $50K | 1.50% |
| $50K - $100K | 1.40% |
| $100K - $250K | 1.30% |
| $250K - $500K | 1.25% |
| $500K - $1000K | 1.20% |
| $1.0M - $2.0M | 1.15% |
| $2.0M - $3.0M | 1.13% |
| $3.0M - $4.0M | 1.11% |
| $4.0M - $5.0M | 1.09% |
| $5.0M - $7.5M | 1.05% |
| $7.5M+ | 1.00% |
Fees are negotiable.
801 Hoffman Road, Suite 112, Green Bay, WI, 54301
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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 →Nicholas is a managing member of Sovereign Financial Group, LLC, a non-investment business involving rental income from subleasing office space, spending minimal time on it. He is also an IAR under N.E.W. Advisory Services LLC, an independent representative with various insurance carriers for fixed insurance sales, and an elder/board member at Central Church.