| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.40% |
| $25.0M - $100.0M | 0.30% |
| $100M+ | 0.30% |
Over $100,000,001 is negotiable.
17950 W. Corporate Drive, Suite 300, Brookfield, WI, 53045
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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 →Brandon is a Company Commander in the Wisconsin Army National Guard, serving one weekend a month, and VP of Cerakoting and Hunting Industry Sales at JB Manufacturing, working weekends. Neither activity is investment-related.