Jeffrey Rochon is a registered investment advisor at Denali Wealth Management, INC., based in Mequon, WI, with 14 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 218 clients with $180M 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 $500K | 1.25% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5M+ | 0.65% |
Schedule shown is for Equity/Balanced accounts. Fixed income accounts have lower fees: First $500K: 0.40%, Next $1.5M: 0.35%, Next $3M: 0.30%, Over $5M: 0.25%. Fees and payment periods may be negotiable.
Fee Estimator
Location
1325 W Towne Square Road, Mequon, WI, 53092-5047
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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
Jeffrey is a sole proprietor of Creative NRG, LLC, providing freelance graphic design services since 2008. This takes about a quarter of his time overall, and a few hours per week during trading hours.
Employment History
Current Registrations
Denali Wealth Management, INC.
State Registrations1 state
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