| Assets Under Management | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $15.0M | 0.85% |
| $15M+ | 0.85% |
Fees negotiable above $15,000,000.
790 N Water Street Suite 1200, Milwaukee, WI, 53202
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Learn about disclosures →William works as a portfolio manager for Heartland Advisors and as a registered representative for ALPS Distributors, Inc., dedicating full-time hours to each role. Both activities are investment-related.