| Assets Under Management | Annual Fee |
|---|---|
| Up to $1000K | 1.30% |
| $1.0M - $5.0M | 1.05% |
| $5.0M - $10.0M | 0.85% |
| $10M+ | 0.55% |
Fees are negotiable and may be higher or lower than the standard advisory fee but such advisory fees may not exceed 2% annually.
630 Main St, Luxemburg, WI, 54217
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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 →Dana is an associate/employee at Bank of Luxemburg, opening and servicing accounts and offering investment advice, dedicating about half of her time. She is also a member/clerk on the Kewaunee Public School District Board of Directors, spending a few hours per week implementing policies and signing reports.