| Assets Under Management | Annual Fee |
|---|---|
| Up to $25.0M | 0.75% |
| $25.0M - $50.0M | 0.65% |
| $50M+ | 0.50% |
All portfolio fees are subject to negotiation depending upon total value of assets managed, asset type, and servicing requirements.
11090 N. Weston Drive, Mequon, WI, 53092
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Learn about disclosures →William serves on the board of directors for Reed Manufacturing, a small garment manufacturing company, since 2015. This requires minimal time commitment.