| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $4.0M | 0.85% |
| $4.0M - $8.0M | 0.70% |
| $8M+ | 0.60% |
10 East Doty Street, Suite 320, Madison, WI, 53703
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Learn about disclosures →Alex is a VP Wealth Advisor at Johnson Bank, an investment-related affiliate, since March 2022. He works full-time as a wealth advisor and dual employee of Johnson Bank and Johnson Wealth.