Pamela Otten is a registered investment advisor at Pamela Otten LLC, based in Sheboygan, WI, with 16 years of industry experience. Pamela operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 29 clients.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1.0M - $2.0M | 0.50% |
| $2.0M - $3.0M | 0.30% |
| $3M+ | 0.25% |
Advisory fees may be negotiable under certain circumstances.
Fee Estimator
Location
Sheboygan, WI
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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
Pamela serves as a religious pastor for Renew Ministries, planning worship and providing pastoral care. This takes about half of Pamela's time overall, and about a quarter of her time during securities trading hours.
Employment History
Current Registrations
Pamela Otten LLC
Previous Registrations
LPL Financial LLC
State Registrations1 state
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