| Assets Under Management | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $15.0M | 0.85% |
| $15M+ | 0.85% |
Fees negotiable above $15,000,000.
790 N Water Street Suite 1200, Milwaukee, WI, 53202
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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 →Jacob works as an associate portfolio manager at Heartland Advisors Inc, an investment firm, dedicating full-time hours. He is also a registered representative at Alps Distributors, Inc., a broker-dealer, also dedicating full-time hours.