Brent Polzin
Brent Polzin is a registered investment advisor at Harbor Wealth Management, LLC, based in Green Bay, WI, with 21 years of industry experience. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 370 clients with $410M 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 $250K | 1.30% |
| $250K - $500K | 1.10% |
| $500K - $1.0M | 0.80% |
| $1.0M - $2.5M | 0.50% |
| $2.5M - $5.0M | 0.30% |
| $5.0M - $10.0M | 0.25% |
| $10M+ | 0.25% |
Fees are negotiable.
Fee Estimator
Location
727 Cormier Road, Suite 101, Green Bay, WI, 54303
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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 ActivitiesSells Insurance
Brent is a partner in ECO Angus, raising cattle, and owns Brent Polzin Beef Farm, dedicating minimal time and about 10-20% of his time respectively. He is also a member of Harbor Wealth Management, LLC, RHP Properties, LLC, and SA Investors, LLC, and a registered representative with APW Capital, INC., spending nearly all of his time advising clients.
Employment History
Current Registrations
Harbor Wealth Management, LLC
Apw Capital, INC.Broker
Previous Registrations
Harbor Wealth Management, LLC
Midwest Professional Planners, LTD.
AXA Advisors, LLC
AXA Advisors, LLCBroker
State Registrations7 states
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