Andrew Ish is a CFA, CFP-designated registered investment advisor at Prepared Financial Planning, based in Milwaukee, WI, with 9 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 4 more. Their firm serves 7 clients with $5.4M 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 $1.0M | 0.90% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $3.0M | 0.70% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.20% |
Fees for investment management services will not exceed 2% of the value of assets under management. Financial Planning is available at no additional charge for Clients with more than $1,500,000 in AUM.
Fee Estimator
Contact
Andrew Ish
Location
Milwaukee, WI
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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
Andrew works as a consultant for Smrecek & Co SC, a CPA firm, since February 2024, preparing tax returns. This takes about 10-20% of his time from mid-February through April 15th, with some of those hours occurring during trading hours.
Employment History
Current Registrations
Prepared Financial Planning
Previous Registrations
Broadview Financial Management, LLC
Brownson, Rehmus & Foxworth, INC.
Wetherby Asset Management
Bordeaux Wealth Advisors
Brownson, Rehmus & Foxworth
Brownson, Rehmus & Foxworth, INC.
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
Additional Information
Non-Profit Involvement: